Kaufman, Rossin Hosts Panel Discussion about Businesswomen’s Personal Finance Mistakes

Kaufman Rossin, one of the largest independent accounting firms in Florida, recently hosted a seminar to discuss money mistakes that savvy businesswomen should avoid.

Hosted at the firm’s headquarters in Coconut Grove, the event featured a panel discussion by a prestigious group of female financial executives including Ellen Siegel, CFP, president and founder of Ellen R. Siegel and Associates and Debbie Morrison, Lisa Grossmanand Tanya Ferreiro, all CPA’s with Kaufman, Rossin.

More than two dozen guests at the seminar discussed topics like underestimating life expectancy, how family dynamics play into financial decisions and special issues created by non-traditional families.  The panelists, whose expertise includes tax planning, retirement planning, estate planning, and asset protection, used personal stories to illustrate the issues.

“Women who are really smart about running their own businesses often fail to find the time to be proactive about their personal finances,” explained Janet Kyle Altman, marketing principal for Kaufman, Rossin, and moderator for the event.  “The panel really opened our eyes about the impact of changing economic conditions, and gave some best practices to avoid falling into common traps.”

Kaufman Rossin maintains offices in Miami, Fort Lauderdale, and Boca Raton. The firm has represented Florida businesses for 50 years, and serves international clients in more than three dozen countries. It offers a complete array of traditional accounting services, as well as consulting services specially tailored to clients’ needs. The firm has been named one of the Best Accounting Firms to work for in an independent survey sponsored by Accounting Today. With 300 members, the firm is large enough to provide versatility, but able to render the personal service upon which its reputation is based. For more information, visit www.kaufmanrossin.com.