Hot Tax Topics (E1901219)

Keith P. Aleardi, CFA joined Fulton Financial Advisors in 2011. He has over 30 years of financial industry experience focusing primarily on the investment management of individual and institutional investment portfolios. He is responsible for leading the investment organization by setting overall investment policy, establishing client portfolio management guidelines and ensuring the delivery of comprehensive investment solutions within Fulton Financial Advisors’ disciplined, client centric approach to wealth management. He speaks publically on the economy and capital markets and is quoted frequently by newspaper and TV media.

Keith received his Bachelor of Arts degree in Economics from Ursinus College and holds a Master of Science degree in Banking and Finance Management from Boston University. He also holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the Financial Analyst Society of Philadelphia.

Arthur M. Brown, Esq. is with the law firm of Levine Staller attorneys at law in Atlantic City. Mr. Brown is a CPA (Pennsylvania) as well as an attorney. Mr. Brown focuses his practice in the area of commercial real estate, finance and business transactions, estate planning and federal and state tax matters. He represents owners of closely held businesses in all types of commercial transactions, including negotiating and structuring asset and stock sales and purchases, shareholder, partnership and limited liability company buy/sell agreements. He is admitted to the New Jersey, Pennsylvania and American Bars, the US District Court for the District of New Jersey and the US Court of appeals for the Third Circuit and US Tax Court. Mr. Brown received his BS from Drexel University in Accounting, his JD from Temple University and his LL.M. in Taxation from New York University.