Paul C. Lorentzen

Certified Public Accountant (CPA) & Certified Financial Planner (CFP)

Paul C. Lorentzen graduated from Long Island University with a Master of Science degree in Taxation and from St. John’s University with a Bachelor’s of Science degree in Accounting. He began his career in 1983 as an accountant for high net worth individuals. He earned his CPA (Certified Public Accountant) designation in 1988 and expanded his financial services practice when he earned his CFP (Certified Financial Planner) designation in July of 1994. Paul also has a Masters degree in Taxation and holds the Series 7, 24, 27, 63 and 65 licenses.

Before joining Michael C. Allen & Co., CPA, PLLC, Paul became CFO of Linder Capital Advisors in 2007 and has over 25 years of experience.

AREAS OF EXPERTISE:

Conduct full accounting functions for a wide range of business/professional clientele
Preparation of corporate partnership, individual income, gift, trust and estate taxes
Financial planning
Financial statement preparation
Handle tax audits with government agencies
Client relations and new business generation
Supervision of Staff & Staff Training
Diversified client exposure include: advertising, real estate, high net worth individuals, service companies, professional and various businesses
Prepare and perform tax law seminars
Assist clients throught the financial planning process
Construct investment portfolios
Conduct ICI compliance audits for asset management companies

CREDITS AND AFFILIATIONS:

Master of Science Degree in Taxation
Bachelor’s of Science Degree in Accounting
New York State Certified Public Accountant
Member of AICPA
Member Georgia Sicety of CPA’s
Registered Investment Advisor
Member New York State Society of CPA’s
State of Georgia Certified Public Accountant
Certified Financial Planner
Member IAFP
N.A.S.D. Series 7, 24, 27, 63, 65