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Follow on Google News | Citrin Cooperman's Revels Speaks to Physicians & Health Care Workers about Financial HealthPhiladelphia CPA Addresses Financial Well-Being during Series of Lunch and Learns Presented to Children’s Surgical Associates Physicians and Staff
The process began by CSA polling the employee population to see what areas of financial wellness they were most interested in learning. There were over 40 topics available across a broad spectrum of financial preparedness including cash management, financial planning, investments, estate planning, insurance, education funding and tax planning. Two separate sessions were tailored using the employee’s most popular selections. The first portion of the interactive financial health series included topics such as tracking expenses, financial preparedness, how to reduce spending, savings strategies, and understanding the use of cash versus debt. In part two of the series, Revels focused on home and vehicle acquisition, including conducting a personal financial check-up, purchasing versus leasing, financing, debt load and other considerations. He answered questions throughout the sessions and provided attendees with tax planning guides. His “Financial Wellness” presentation will be offered on CSA’s intranet for those who were unable to attend. With more than 18 years of experience in taxation and financial planning, Revels provides comprehensive, customized and innovative planning, administration and income tax services for a wide range of clients. Among his clients are not-for-profit organizations, early-stage corporations, private equity funds, high-net-worth individuals, family office groups, closely held entities, senior executives and employees of public and private organizations. He also provides expert witness opinions and testimony for law firms, and represents clients before the Internal Revenue Service and state agencies. Revels is licensed to practice throughout Pennsylvania and Delaware. He is a member of the American and Pennsylvania Institutes of Certified Public Accountants, as well as the Montgomery County Estate Planning Council. Revels holds an M.S. in Taxation from Villanova University and graduated from Delaware State University with a B.S. in Accounting, Business and Marketing. He is the Audit Committee Chairman of the nonprofit children’s hospital, Exceptional Care for Children. About Citrin Cooperman – Citrin Cooperman (www.citrincooperman.com) End
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