Speaker
Moderator
Martin Finn
CPA, J.D., LL.M.
Partner
Lavelle and Finn, LLP
Martin S. Finn, an attorney and certified public accountant, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration and estate and business succession planning. Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), is an AICPA-credentialed Personal Financial Specialist (2016), and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) (2020). He is a member of the American, New York State, Albany County and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants. Mr. Finn is a frequent lecturer and is co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005). Mr. Finn co-chairs the AICPA ENGAGE Conference and is past chair of the AICPA National Tax/Sophisticated Tax Conference and the AICPA Tax Strategies for the High Income Individual Conference. He is a member of the Board of Directors and Treasurer of Broadview Federal Credit Union (ALCO Committee Chair and Inorganic Growth Committee Chair), Past Chair of the Board of Directors of the Capital Region Chamber Foundation; and Former Schenectady County Legislator (District 3), 2008-2013. He has also taught as an Adjunct Professor at Schenectady County Community College, Siena College, Albany Law School, and the University at Albany. Mr. Finn is a 2023 recipient of the NYSBA President's Pro Bono Service Award (4th Judicial District), 2021 recipient of the AICPA's Sid Kess Award for Excellence in Continuing Education, 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, 2001 recipient of the Schenectady County Bar Association's Lawyer in Service to the Community Award and 1998 recipient of Professional Education System, Inc.'s Excellence in Education Award.
Sessions