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Award
received November 2006 |
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Martin J. Satinsky,
CPA/PFS, J.D., LL.M.
Smart and Associates, LLP
Marty Satinsky has been providing tax and financial planning services to
individuals and businesses for over thirty years. He has worked with regional
and international accounting firms, including seven years as a tax partner with
Coopers & Lybrand. Mr. Satinsky currently practices in his own accounting firm.
As
a partner in the accounting firm of Smart and Associates, LLP, Mr. Satinsky
specialized in tax consulting for high net worth individuals and closely held
businesses. As Director of Professional Development, he was also responsible for
the Firm's training and Continuing Professional Education (CPE) program through
Smart University.
An
accomplished author on personal financial matters, he has co-authored seven
books on income and estate taxes and personal financial planning, including the
popular Tools and Techniques of Financial Planning and Tools and
Techniques of Income Tax Planning.
Mr.
Satinsky was also a founding shareholder of Second Opinion Financial Services,
Inc. (SOFS) a company with a focus on educating professionals on the use and
mechanics of life insurance. SOFS developed a software program that dynamically
illustrated the impact of the variables affecting the performance of life
insurance products.
A
frequent lecturer, Mr. Satinsky has also been an instructor at the American
College, Temple University Law School, Georgetown University Law School,
Syracuse University Law School and the University of Pennsylvania, and
Philadelphia University.
Mr.
Satinsky is a graduate of the Pennsylvania State University and the Law School
of the University of Pennsylvania. He received his Master of Law degree in
Taxation from Temple University Law School.
Mr.
Satinsky is a Certified Public Accountant in Pennsylvania and has been admitted
to the Pennsylvania Bar. He is a member of the American Institute of Certified
Public Accountants, and the Pennsylvania Institute of Certified Public
Accountants, as well as the American Bar Association, the Philadelphia Bar
Association, and the Pennsylvania Bar Association. He has served as an officer
of the Philadelphia Estate Planning Council and as a member of the AICPA
Personal Financial Planning Executive Committee and the PICPA Personal Financial
Planning Committee.
Mr.
Satinsky has conducted numerous seminars on tax, estate planning and financial
planning topics, including many presentations on life insurance issues, for such
organizations, as the Pennsylvania Bar Institute, the AICPA, PICPA, FPA NAPFA,
and several Estate Planning Councils. He has also been a principal in Second
Opinion Financial Systems, Inc., a company dedicated to improved understanding
of how
life insurance works. In 2000, the Philadelphia Estate Planning Council honored
him with the Distinguished Estate Planner Award.
Marty is a past Chairman of the Jewish Community Centers of Greater Philadelphia
and is currently a member of its Board. He is also the Treasurer of Hillel of
Greater Philadelphia and a member of the Board of Jewish Community Center
Association and the Maccabi Continental Games Board. He has been active with the
Federation of Jewish Agencies in Philadelphia, Washington, D.C. and Syracuse,
N.Y.
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