Joseph P. Halpin, CFP®

J.P. Halpin & Co., LLC
1604 Bane Way,  West Chester,  Pennsylvania, 19380
610-804-6479                jphalpin@msn.com

Curriculum Vitae

Comprehensive Financial Planning

Certified Financial Planner®  (CFP®)  registered licensee since 1986.

Specializing in Fee Only Planning for Business Owners and Corporate Executives.  Areas include:  Retirement Planning; Estate Planning; Estate Setlement;  Investments;  Stock Option Planning;  Taxes and “AMT” planning; Evaluation of “Rabbi Trusts” and Deferred Compensation Agreements.

Extensive experience in tax strategies and techniques relating to Trusts; and various business entities to facilitate the tax-efficient transfer of  assets from one generation to the succeeding generation --- including asset protection initiatives.

Tax Planning for Transitional Situations: Divorce and Business Issues

Evaluating strategies to achieve a mutually beneficial outcome for the division of assets in a divorce or a  business dissolution.

Assistance in the selection of options and alternatives to achieve a fair and impartial outcome.

Analyzing the tax impact of various strategies.

Family Asset Protection; Tax Deferral; and Business Succession Strategies.

Evaluating various types of Trusts to implement solutions for client needs,
including: GRAT; GRUT; CRT; SPLIT; IDGT; “2503 B”; QTIP; Marital; Credit Shelter; Special Needs; Living Trusts; Private Annuity Trusts, etc.

Experience with two major financial institutions providing Trust strategies  for families and individuals – including Forbes 400 families.

Media Activities and Seminar Presentations

• WHYY  TV 12 --  Segment:  “The New Tax Act and Various Changes”.

• BCTV   --   Broadcast    “Financial Planning Perspectives”.

• Technical Reviewer for the Financial Planning Association on financial planning articles appearing in various national financial publications: Forbes, Fortune, Wall Street Journal, Barron’s, etc.

• American Way Magazine (American Airlines): authored financial planning articles for this magazine published by American Airlines.

• Seminars:  for  CPAs,  Real Estate Investors,  Contractors, and   Bank Loan Officers on various financial topics  (Pa-De-DC).

• Temple University:  Developed Course for Real Estate Licensees.

• Legislative Liaison :  U.S. Senate and House Lobbying activities for financial-related legislation for Pennsylvania and Delaware.

Professional Affiliations

Financial Planning Association

• Director, Philadelphia-Tri State Region

• Chairman, Study Group Committee

• Chairman, Public Relations Committee

• Study Group Leader, Main Line Study Group 

Education

Drexel University,                      Bachelor of Science,  Finance

University of Pennsylvania,      Financial Courses – Master’s Level

Widener University,                   Certified Financial Planner ®