Alan J. Pecora, CPA, AEP®, 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, College Funding and Savings Planning

Alan has 27 years of experience working with estates and trusts clients. He practiced law for six years concentrating in trust and estate administration and planning, and has spent the last 19 years in the Trusts and Estates Group at Insero & Co. as a Certified Public Accountant. He is responsible for the preparation of all estate tax, gift tax, generation skipping tax and fiduciary income tax returns for Insero clients. Alan works directly with partners and clients with estate, gift, generation skipping, and business succession tax planning. He also works with attorneys to develop and implement transfer and income tax efficient strategies for high net-worth individuals, and has developed a specialty in income tax compliance and planning for trusts and estates that own business interests.

He is also involved with developing and implementing charitable giving strategies, working with clients and attorneys to establish charitable trusts and foundations, as well as with community foundations to assist clients with achieving their charitable giving goals.

Alan enjoys assisting clients with planning and saving for college education. He advises clients of the estate tax, generation skipping tax, gift tax, and income tax benefits of funding college education for children and grandchildren. Alan is involved with recommending and implementing tax efficient strategies for saving and funding a college education.

Alan has been a guest speaker at SUNY Brockport, Nazareth College, and the Young Entrepreneurs Academy and has lead seminars presented by the Monroe County Bar Association, the Estate Planning Council of Rochester, and the Estate Planning Council of Tompkins County. His speaking engagements cover a variety of estate and fiduciary income tax planning topics as well as topics relating to the tax issues surrounding college education 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
Accredited Estate Planner®
Attorney at Law - New York
New Jersey State Bar - Retired

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

BOARD/COMMUNITY INVOLVEMENT
Volunteer, Hope House Finance Committee Member, St. Rita's Church
Planned Giving Advisory Committee Member, Aquinas Institute of Rochester

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.