Laurence Kuhl (BBA, CPA/PFS, MBA)
Laurence Kuhl focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
- Comprehensive Financial Planning.
- Income, Estate and Gift Tax Expertise as a CPA Financial Planner.
- Retirement Distribution Planning.
Additional Information
- CPA since 1972.
- 18 years in the Banking Industry, including CEO of 3 US foreign Bank subsidiaries.
- CPA/PFS (Personal Financial Specialist) since 1996.
- NAPFA Registered Financial Advisor since 1997.
NAPFA Start Date
October 22, 1997