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Ryan Halpern started his career at Ernst & Young, concentrating on taxation of high net worth individuals. He continued his career on the tax team at a multi-family office, broadening his experience with individual tax, charitable and estate planning. Currently he focuses on advising corporate professionals and executives with their personal finance and investments.
Ryan is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNERâ„¢ practitioner, Personal Financial Specialist and has earned the CFA Institute Investment Foundationsâ„¢ Certificate. He received his Master of Accountancy and his Bachelor of Business Administration in accounting with honors from the University of Georgia.
Ryan's articles on tax and other financial strategies have been published on CNBC.com, in Financial Advisor Magazine and in The Atlanta Journal-Constitution. Ryan is a member of the National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants.
Even if time's too short to take full advantage of some of these moves this year, you can still position yourself to be better off in 2020.
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