Susan M. Tillery co-presents at AICPA Engage 2019 Conference-Tax Strategies High-Income Individuals
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will co-present at the AICPA Engage 2019 Tax Strategies for the High-Income Individual Las Vegas, Nevada
The session will provide an understanding of the different types of family offices, the life cycle of a family office and the strategies and needs of the family office. It will also emphasize how the application of personal financial planning services when combined with a collaborative team of professional advisers can become a virtual family office service offering.
Susan M. Tillery, CPA/PFS, is President & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, LLC, a provider of continuing education for CPA's, financial advisers, universities and colleges.
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. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is Chair of the AICPA Personal Financial Planning Executive Committee and past Chair of the AICPA Personal Financial Planning Credential Committee.
Susan is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business and law. Additionally, Susan has co-authored The AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential. Ms. Tillery is a frequent speaker and author on topics relating to personal financial planning including, CPA's and Financial Planning, Virtual Family Offices, Planning and Tax Advisory Services, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. Susan and her family reside in Kennesaw, Georgia.