Michael W. Valenti, CPA, CFP®

Director of Tax Planning at Carson Group
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Contact Information
us****@****om
(386) 825-5501
Location
Wayne, US
Skills

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Bio

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Experience

  • Carson Group
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Director of Tax Planning
      • Nov 2022 - Present

  • Thomson Reuters
    • Canada
    • Software Development
    • 700 & Above Employee
    • Outside Contributor
      • Jan 2020 - Present

      Contributor to PPC's Practitioners Tax Action Bulletins, specializing in Individual and Estate/Gift Tax compliance and planning

  • CI Private Wealth - Family Office Services
    • Senior Tax Planner
      • Jan 2022 - Oct 2022

      Wayne, Pennsylvania, United States

  • Radnor Financial Advisors, LLC
    • Tax Manager
      • Feb 2020 - Dec 2021

      Wayne, PA

    • Senior Tax Associate
      • Apr 2018 - Feb 2020

      Wayne, Pennsylvania

    • Financial Planner
      • Jan 2017 - Mar 2018

      Wayne, Pennsylvania

    • Junior Financial Analyst
      • Sep 2014 - Jan 2017

      Wayne, Pennsylvania

  • SunGard - now part of FIS
    • United States
    • Information Technology & Services
    • 700 & Above Employee
    • Tax and Compliance Accountant
      • Oct 2013 - Aug 2014

      Philadelphia, Pennsylvania

  • Lockheed Martin
    • Financial Analyst
      • Jul 2013 - Oct 2013

      O&M SAP Sales & Distribution

  • KPMG US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate, International Executive Services
      • Jun 2012 - May 2013

      Philadelphia International Taxation Planning, Consulting, and Compliance

  • Picatinny Arsenal
    • Financial Management Student Trainee
      • May 2009 - Dec 2011

      Morris County, NJ -Worked with a team of analysts to ensure the monetary accuracy of reimbursable purchase orders in Acquisitions -Improved efficiency of a systems process (SOMARDS) interfaced with SAP by reducing paper output up to 80% -Developed a working database of 40 years of defense contracts.

Education

  • Penn State University
    B.S., M.S., Accounting
    2008 - 2012

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