Seth Corkin

About Seth Corkin

As a Personal CFO, my goal in working with every client is simple – help them prioritize and achieve their various personal and financial goals. I partner directly with clients to help them quantify and evaluate the technical and emotional aspects of every financial decision given their individual circumstances. I strive to provide a concierge-level service when advising clients and coordinating all facets of their financial lives. Prior to joining Single Point, I was a Wealth Strategist at Bainco International Investors, working primarily with entrepreneurs, small business owners, and beneficiaries of generational wealth to integrate tax and estate planning strategies into their overall investment plan. Before Bainco, I was a counselor at The Colony Group where I provided holistic financial planning services to executives at both private and public companies, helping them navigate their unique compensation structures, equity incentive plans, and upcoming liquidity events. My passion for financial planning began in college while completing my undergraduate coursework at the University of Wisconsin-Madison where I developed an interest in the analytical and problem-solving components of planning. I consider myself a “lifelong learner” and am always eager to pursue educational opportunities that will help me better serve the clients with whom I work. As someone who is passionate about financial literacy and access to advice, I volunteer my time to help low-income Massachusetts residents through the Midas Collaborative as well as patients at the Dana Farber Cancer Institute. I was recognized as the 2017 Volunteer of the Year by the MA Chapter of the Financial Planning Association (FPA). In addition to my pro bono work, I am an active member of the FPA and am on the NexGen and Finance Committees for our chapter. I live in Brookline with my fiancé, Olivia, and am an avid Wisconsin Badger and New England sports fan.

Tax Code Changes…Again!

By |2019-12-27T15:46:34+00:00December 27th, 2019|Categories: Single Point of View, Tax Planning|

For the second time in three years, we have the pleasure* of dissecting a new bill that makes major changes to several components of the tax code. Rest assured,  we will be addressing individual planning considerations for all of our clients as we meet and talk throughout 2020.  For now, we wanted to summarize some [...]

‘Tis the Season… For Tax Planning!

By |2019-11-04T19:45:13+00:00November 4th, 2019|Categories: Single Point of View, Tax Planning|

For most people, tax season begins in February or March and entails the following: Send a completed tax organizer and your documents to your accountant in early March In 3-4 weeks, you hear back from your accountant and they tell you what you owe/are getting back In some cases, the accountant will say “you should [...]

What You Should Know About The SECURE Act

By |2019-05-30T20:32:44+00:00May 30th, 2019|Categories: Estate Planning, Retirement Planning, Single Point of View, Tax Planning|

We haven’t heard the term “bipartisan support” used too frequently as of late.  However, the “Setting Every Community Up for Retirement Enhancement Act of 2019” (aka the SECURE Act) seems to be an exception to the rule. The SECURE Act was passed by the House of Representatives almost unanimously (417-3 in favor).  At its very [...]

Double-Check Your Tax Withholding This Year

By |2018-09-12T20:36:50+00:00September 12th, 2018|Categories: Single Point of View, Tax Planning|Tags: |

We thought we'd share this great article (click below) highlighting the importance of reviewing your tax situation this year, specifically with respect to any withholdings from W2 income. In the wake of last year's tax reform it's more important than ever to review your paystub to ensure tax withholdings are accurate for your individual circumstances. It's [...]

Charitable Giving in a Post-Tax Reform World

By |2018-07-03T14:22:56+00:00July 3rd, 2018|Categories: Charitable Planning, Single Point of View, Tax Planning|Tags: , , , |

The tax law changes at the end of 2017 drastically changed the landscape for deductible expenses – these changes have a major impact on tax optimization and planning strategies going forward. Back-up – what are deductions? Taxpayers have two deduction options when filing a return.  They can take the standard deduction (a flat amount based on [...]

Tax Law Changes Impact on Your Stock Options

By |2018-06-12T21:15:21+00:00May 1st, 2018|Categories: Investment Planning, Single Point of View, Tax Planning|Tags: , , |

Four months into 2018 and many are still digesting the changes to the tax code resulting from the Tax Cuts & Jobs Act (TCJA).  To date, there’s been a lot of buzz about the impact on business owners and the limit of state and local tax deductions.  However, the bill also has major implications for [...]

Update: Year-End Tax Reform Planning

By |2018-03-16T02:20:23+00:00December 21st, 2017|Categories: Single Point of View|Tags: , , |

Last week we summarized the House and Senate proposals for the Tax Cuts and Jobs Act ( including Action Steps relating to your year-end tax planning.  Since then, the House and Senate reconciled a final tax bill and, as of yesterday, the bill has been approved by Congress.  Below are the details of the final bill. [...]

Year-End Tax Reform Planning

By |2018-03-16T01:48:55+00:00December 12th, 2017|Categories: Single Point of View|Tags: , , |

Given the passage in both the House and Senate of the Tax Cuts and Jobs Act, the stakes for year-end tax planning are higher than usual.  We do not know what final legislation will look like when it comes out of reconciliation but there are themes in the House and Senate tax bills that give us [...]

Roll-Back Your IRA?!

By |2018-03-16T03:27:41+00:00November 8th, 2017|Categories: Single Point of View|Tags: , , |

A quick Google search yields HUNDREDS of articles explaining why you should roll a 401(k) to an IRA – but as our Chief Investment Officer, Rene, alluded to in his recent post “The Twisted Logic of IRA Rollovers”, there may be reasons to keep retirement assets in an employer sponsored qualified plan (401(k), 403(b), etc.) or [...]

Health Insurance Renewal Season Notification

By |2018-03-16T04:04:47+00:00October 16th, 2017|Categories: Single Point of View|Tags: , , |

Fall marks the start of health insurance renewal season for most.  If you are a client, we will be reaching out to you directly to assist you in evaluating the various plan options available to you to identify the best solution for you and your family given how your circumstances have changed over the past year.  [...]