Distinguished
Accredited Estate Planners®
  
Award received November 2006
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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