Chris Consoletti, JD
Chris, in conjunction with our multi-disciplinary team of CPAs, investment & business advisors, provides effective tax planning and research, tax compliance, charitable planning, and asset protection solutions for individuals and their families, trusts & estates, nonprofits & foundations, corporations and partnerships.
He has expertise in tax law pertaining to wealth preservation vehicles, and will use all of the rules under the law to ensure that AAFCPAs’ clients have every opportunity to protect and save their assets. He engages clients in in-depth discussions to identify what assets need to be shielded, and what current measures are in place for risk management. He identifies and recommends appropriate opportunities and limitations in state, federal, or foreign-specific measures and strategies, and drafts the necessary legal documents required to carry out our clients’ wishes.
Chris provides clients with corporate law analysis and recommendations related to: entity formation, management and board structure, limited liability protection, and the applicable laws of relevant states and jurisdictions. He provides recommendations based on the most appropriate asset protection measures and strategies, including: strategic business entity structuring to protect personal assets from business risks; homestead and other legal measures such as titling to protect home equity and personal property; usage of retirement accounts, such as IRAs and other ERISA-qualified retirement plans, to protect long-term savings as well as provide tax benefits; and irrevocable trusts, and other strategic giving programs, which may also provide tax benefits.
Additionally, Chris provides clients with on-going reviews of their tax planning and asset protection strategies, especially after significant life events, to help ensure that their plan is meeting their goals and objectives with the least amount of risks, and with the least amount paid in taxes.
- Suffolk University Law School – Juris Doctor
- Stonehill College – Bachelor of Arts, History and Economics
Professional and Civic Associations
- Massachusetts Bar Association
- Massachusetts Society of Certified Public Accountants
- Boy Scouts of America, Bellingham, MA – Volunteer