Building Blocks For Success
Michael Rudegeair, CPA, CFP®, is a Director and member of Anchin’s Private Client and Trusts and Estates Services groups. He has over 17 years of experience as a tax and wealth adviser for high-net-worth individuals, trusts, estates and private foundations. Michael provides guidance in income tax consulting (including personal and fiduciary income tax); transfer tax consulting (including gift, estate and generation-skipping transfers); federal, state and local tax compliance services; representation before federal and state tax authorities; and trust administration services. His clients include individuals, multi-generational families, family trusts, family limited partnerships and private foundations. Previously in his career, Michael worked for a multi-family office.
Michael received his Bachelor of Science in Agricultural Economics (Business Management) from Cornell University, a Certificate in Accounting from Hofstra University, and a CFP® Certificate from New York University’s School of Continuing and Professional Studies. He is a Certified Public Accountant in New York, and a Certified Financial PlannerTM certificate holder.
Michael is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants (NYSSCPA). He is Vice Chair of the AICPA Trust, Estate and Gift Technical Resource Panel. He frequently shares his expertise through both internal trainings and external presentations in the marketplace, he has spoken at events such as the AICPA National Tax Conference.
He is current member and past chair of the NYSSCPA Trust & Estate Administration committee, and a member of the Estate Planning, Personal Financial Planning and Professional Ethics committees.