News By Tag
News By Location
Susan M. Tillery Presented at GSCPA's Georgia Tax Forum in Savannah
Susan Tillery presented: Income Tax Planning: The Fulcrum for Effective Retirement at the Georgia Society of CPA's Tax Forum in Savannah on November 30, 2016.
· Social Security benefits,
· Health care benefits,
· Required minimum distributions,
· Relocation, and
· Spendable income
Discussions included specific applications in income tax planning for retirees with a client case study.
Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan's firm provides integrated fee-for-service financial planning. Paraklete®
Ms. Tillery's experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete.
Susan earned both her bachelor's and master's degrees in Accounting from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).
Susan is a member of both the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is Chair of the AICPA Personal Financial Planning Credential Committee. She serves on the Board for The National Center for Stewardship and Generosity, as well as the Advisory Board for Leading the Next Generation. She has also served as past Vice Chair for the Board of Directors for Partnership against Domestic Violence.
Ms. Tillery speaks on the topics of: Financial Planning, CPA's and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. She and her family reside in Kennesaw, Georgia.