Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

November "Meet the Expert": Year End Tax Planning

  • Wednesday, November 14, 2018
  • 7:30 AM - 10:00 AM
  • Marriott Residence Inn/Needham, 80 B Street, Needham, MA 02494


  • A guest must be registered by the member who is sponsoring this guest to attend.
  • This sponsorship is for one FSP Seminar in the month indicated above

Registration is closed

Please welcome our Guest Speaker: Kate A. Rooney, CPA, MST

Principal, Edelstein & Company LLP

Year End 2018 Personal Tax Planning Opportunities


Kate is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an unexpected tax issue before it becomes a problem, Kate is committed to knowing her clients’ needs and what drives them.

Kate serves high net worth individuals and their families, including executives, investment managers, attorneys, physicians, hedge fund partners, venture capitalists and entrepreneurs. Many of Kate’s clients file multiple types of returns and in many states.

Clients appreciate Kate’s keen attention to detail, tenacity and experience with the complex interplay of financial transactions and tax strategies. They have confidence knowing that behind every tax strategy and tax return form that is filed, Kate is there…with the all-important data and analysis to back it up.

This event is sponsored by:

Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

Boston FSP is a 501(c)6 non-profit organization.

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