Joe Purpura, CPA, PFS, MST

Joseph Purpura, with 20+ years of financial experience, provides businesses, individuals, families, and trustees (Trust & Estates) with valuable knowledge and advice on taxes and financial planning.  His focus areas are:

Family Wealth Preservation       Retirement Planning & Income Strategies              Tax Planning Strategies

Estate Planning Strategies        401(k) Implementation for Businesses                     401(k) Rollover 

Joe prepares financial plans customized for businesses and individuals. Implements Solo 401(k's and multi-employee 401(k) plans. Provides guidance on 401(k) rollovers. He addresses issues of estate, succession, and retirement planning, including family wealth preservation and transfer to future generations. 

Professional Designations

• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants, a recognition of his considerable experience in personal financial planning.  

Education

• Associate in Science degree with distinction - Suffolk County Community College
• Bachelor of Science in Accountancy, cum laude - Long Island University - LIU Post
• Master of Science degree in Taxation - State University of New York - Old Westbury
• Elected to membership in Beta Alpha PSI - The International Honor Organization for Finance Information Students and Professionals. 
• Elected to membership in Alpha Beta Gama - International Business Honor Society for Business and Professional Curricula at Two-year Degree Granting Institutions.

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA): Personal Financial Planning Section &    Tax Section. 
• New York State Society of Certified Public Accountants (NYSSCPA).