Gay CPA Provides Financial Planning For Same-Sex Couples in New York
NEW YORK, July 29, 2011 /PRNewswire/ -- As same-sex couples rejoice in their newfound matrimonial right, many are recognizing the need for professional financial guidance regarding the benefits and financial responsibilities tied to marriage.
In order to better serve this group, Fogel Neale Partners announced today that Michael Markiewicz, CPA and Certified Financial Planner (CFP), has been named a partner in the firm. Mr. Markiewicz brings a unique perspective to the financial planning services he provides to same-sex couples, as he is gay himself.
Financial matters that need to be meticulously structured and acknowledged under the new law include the distinction between state and federal benefits, transfer of property, joint tax returns, estate planning, and budgeting for wedding costs.
"Emotionally, this is a great leap forward, but in reality, there are still many federal benefits that aren't available to same-sex couples - it's extremely important that they work with a professional to ensure that they're properly taking advantage of all of the benefits provided by New York State," says Mr. Markiewicz.
Mr. Markiewicz has over 30 years' experience as an advisor, CPA, and CFP. He has held positions at Deloitte & Touche and CBIZ MHM Family Office Services. He recently joined Fogel Neale as a partner and serves as head of financial planning and tax services for their advisory group, Fogel Neale Wealth Management.
To learn more, visit www.fogelneale.com.
Fogel Neale Wealth Management
Fogel Neale Wealth Management, LLC, located in the heart of New York City's Financial District, was founded in 2009 on the premise of providing individuals, families, and institutions with unparalleled client service regarding personalized wealth management, financial planning, tax management, insurance services, and estate planning. To learn more, visit us at www.fogelneale.com.
Press Contact:
Jacqui Wilder
P. 212-704-2015
[email protected]
SOURCE Fogel Neale Wealth Management
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