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Jeffrey R Arsenault
Jeffrey R. Arsenault
CPA/PFS, MST, CFP®, RLP®
Partner
Lead Partner - Family and Fiduciary Tax
(978) 557-5303
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Jeffrey R. Arsenault


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Experience

Mr. Arsenault provides tax consulting and compliance services to many of the firm’s high net worth individuals and families. As lead partner of the firm’s Family and Fiduciary Tax Group, Jeff advises MFA’s high net worth clientele with respect to income, gift and estate tax planning, multi-generational tax planning and charitable planning.  He also counsels trustees, executors and other family advisors and fiduciaries as well as heirs and beneficiaries as to complex and multi-jurisdictional tax matters involving family estates and trust holdings.  With regard to owners of privately held businesses, Jeff provides proactive tax consulting services that span the entire stakeholder life, from equity and structure planning for business founders to exit planning strategies and beyond. 

In addition to his role as Partner of MFA – Moody, Famiglietti & Andronico, Jeff is also a Partner and Senior Wealth Advisor for New Wealth Advisors, LLC, a MFA affiliate company providing comprehensive investment management services to the newly wealthy.

Prior to joining MFA in 1993, Jeff was employed for five years by the international firm of Ernst & Young, where he was Senior Tax Consultant to the firm’s closely held business clientele, including multi-state and multi-national corporations as well as investment partnerships.

Expertise

Individual and family tax services

Estate and trust tax services

Investor and retiree tax services

Estate planning and wealth transfer strategies

Asset allocation planning

Investment management

Cash flow management

Family and business succession & exit planning

Financial life planning and goal setting

Retirement planning

Life and disability insurance planning

Educational planning

Charitable planning

Equity based compensation planning

Family meeting facilitations

Family office advisory

Education

MS – Taxation; Bentley College

BS – Business Administration, Accounting; University of Massachusetts Amherst

Certifications

CPA – Certified Public Accountant

PFS – Personal Financial Specialist (AICPA)

CFP® – Certified Financial Planner

RLP® – Registered Life Planner

Series 66 NASD

Professional Affiliations

American Institute of Certified Public Accountants

Massachusetts Society of Certified Public Accountants

Institute of Certified Financial Planners

Kinder Institute of Life Planning

Financial Planning Association

Boston Estate Planning Council