Alan J. Pecora, CPA, Esq.

Principal
Rochester, NY

AREAS OF SPECIALTY
Trust and Estate Income Taxation, Planning and Consulting
Gift and Estate Tax Return Preparation and Review
Estate and Business Succession Planning for High Net-Worth Individuals
Charitable Planning

Alan has over 22 years of experience working with estates and trusts clients. He practiced law for six years concentrating in estate and trust administration and planning, and has spent the last 16 years in the Estates and Trusts Group at Insero & Co. as a Certified Public Accountant. Alan enjoys assisting a variety of clients in understanding the complexities of estate and succession planning.

EDUCATION
Seton Hall University School of Law - Juris Doctor
St. Bonaventure University - Bachelor of Business Administration with a Concentration in Accounting

CERTIFICATIONS
Certified Public Accountant - New York
Attorney at Law - New York and New Jersey

PROFESSIONAL ORGANIZATIONS
American Institute of Certified Public Accountants
Monroe County Bar Association - Trusts & Estates Section
Estate Planning Council of Rochester
Estate Planning Council of Tompkins County

BOARD/COMMUNITY INVOLVEMENT
Volunteer, Hope House Finance Committee Member, St. Rita's Church Professional Advisory Committee Member, United Way Planned Giving Advisory Committee Member, Aquinas Institute of Rochester Taxation Instructor, Young Entrepreneur Academy (YEA)

PERSONAL SIDE
Alan resides in Webster, New York with his wife, Diane, and their three children. In his free time Alan enjoys playing basketball and bike riding.