Satinsky, CPA, J.D., LL.M., AEP, Martin J.
Martin J. Satinsky has been providing tax and
financial planning services to individuals and businesses for over 40 years. He
has co-authored seven books on income and estate taxes and personal financial
planning, including the popular “Tools and Techniques of Financial Planning.” He
has conducted numerous seminars on tax, estate planning, and financial planning
topics, including many presentations on life insurance issues. Mr. Satinsky has
worked with regional and international accounting firms, including seven years
as a tax partner with Coopers & Lybrand. He was a partner in the accounting
firm of Smart and Associates, LLP, specializing 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. He 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. In 2006 Mr. Satinsky was honored by the National Association of
Estate Planners and Councils (NAEPC) as a Distinguished Estate Planner. 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.