Profile

Matthew Burke Searles

Phone: (610)437-1000 Ext: 102
Fax: (610)437-0111

Biography

Organizations

Partner/Owner
MillerSearles, LLC
Allentown, PA

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

PennsylvaniaSince 02/12/1985

Education

Areas of Expertise

Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Firm Practice Management
   Financial and Admin Operations
   Human Capital
   Marketing
   Practice Growth and Client Service
   Strategy and Planning
   Succession Planning
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
Tax
   C Corporation Income Taxation
   Employee Benefits
   Individual Income Taxation
   International Tax
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Tax Exempt Organizations
   Tax Practice Management
   Taxation of Estates and Trusts