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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 wife, Olivia, and am an avid Wisconsin Badger and New England sports fan.

What’s New(s) with Seth: December 2022

By |2022-12-30T19:02:28+00:00December 30th, 2022|Categories: Single Point of View, What's New(s)?|Tags: , , , , , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Included in the Omnibus spending bill that the Senate passed earlier this month was the SECURE Act [...]

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What’s New(s) with Seth: October 2022

By |2022-10-31T17:42:50+00:00October 31st, 2022|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  A recent Morningstar study found that investors earned ~9.3%/year in mutual funds and ETFs over a decade [...]

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MA Chapter 62F Refunds – aka MA tax refunds for all!!

By |2022-09-22T15:02:34+00:00September 22nd, 2022|Categories: Single Point of View, Tax Planning|Tags: , , , , , , , |

Massachusetts taxpayers will be excited to find out that they will be receiving a refund from MA for tax year 2021! Massachusetts law dictates that if tax revenue collections exceed a certain annual tax revenue cap then all excess will be returned to taxpayers.  MA exceeded the cap in 2021, so what this functionally [...]

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What’s New(s) with Seth: July 2022

By |2022-07-28T15:57:59+00:00July 28th, 2022|Categories: Estate Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Governor Charlie Baker has a new budget plan that could change the draconian Massachusetts state estate tax [...]

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Ukraine Humanitarian Relief

By |2022-03-29T20:08:47+00:00March 29th, 2022|Categories: Charitable Planning, Single Point of View|Tags: |

It’s difficult to turn on the news these days without seeing the crisis in Ukraine unfold. We’ve had several clients reach-out with interest in supporting relief efforts in Ukraine and accordingly wanted to send out a message with some resources if you are considering donating. Fidelity Charitable has produced a page on their website to [...]

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What’s New(s) with Seth: January 2022

By |2022-01-31T17:40:37+00:00January 31st, 2022|Categories: Single Point of View, What's New(s)?|

Wait, wasn’t the last “monthly” What’s New(s) with Seth in September? What happened to Q4?  Little known fact about our PCFOs, there are only 10 months in their year because Oct/Nov/Dec are all combined into one long month we call “Year-End Planning”.  They spend this time laser focused on making sure no stone is unturned [...]

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What’s New(s)? with Seth: September 2021

By |2021-09-23T16:45:38+00:00September 23rd, 2021|Categories: Single Point of View, Tax Planning, What's New(s)?|

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  The house panel pushed through a revised tax proposal on 9/13/21.  While there will most certainly be [...]

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What’s New(s) with Seth? July(ish) 2021

By |2021-08-03T17:43:55+00:00August 3rd, 2021|Categories: Uncategorized|

Ok, we know it is technically August already.  But it is summer so we're just running a little slower around here.  Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find [...]

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What’s New(s) with Seth? June 2021

By |2021-06-24T13:35:46+00:00June 24th, 2021|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]

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What’s New(s)? with Seth: April 2021

By |2021-04-07T13:57:32+00:00April 7th, 2021|Categories: Estate Planning, General Planning, Tax Planning, What's New(s)?|Tags: , , |

One quality we've noticed a lot of our clients share is a great curiosity.  We're often asked about what we are seeing, reading and paying attention to. So, our own Seth Corkin has started collecting the most interesting articles he's coming across to share them with you in his new blog series, "What's New(s)?".  Seth [...]

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