Citrin Cooperman Partner James Revels Speaks to Physicians and Health Care Workers about Financial Health
Philadelphia CPA Addresses Financial Well-Being during Series of Lunch and Learns Presented to Children's Surgical Associates Physicians and Staff.
- Philadelphia, PA-NJ (1888PressRelease) May 11, 2012 - Children's Surgical Associates, Ltd. (CSA) in Philadelphia recently tapped Citrin Cooperman Partner James A.J. Revels, CPA, MST, to present a two-part financial wellness "lunch and learn" series to the practice's physicians and staff members. Revels, a Philadelphia certified public accountant, presented the financial health series at The Children's Hospital of Pennsylvania (CHOP) as part of the CSA Wellness Program, a comprehensive program for CSA physicians and employees geared toward providing resources for maintaining a healthy lifestyle.
The process began by CSA polling the employee population to see what areas of financial wellness they were most interested in learning. There were over 40 topics available across a broad spectrum of financial preparedness including cash management, financial planning, investments, estate planning, insurance, education funding and tax planning. Two separate sessions were tailored using the employee's most popular selections.
The first portion of the interactive financial health series included topics such as tracking expenses, financial preparedness, how to reduce spending, savings strategies, and understanding the use of cash versus debt. In part two of the series, Revels focused on home and vehicle acquisition, including conducting a personal financial check-up, purchasing versus leasing, financing, debt load and other considerations. He answered questions throughout the sessions and provided attendees with tax planning guides. His "Financial Wellness" presentation will be offered on CSA's intranet for those who were unable to attend.
With more than 18 years of experience in taxation and financial planning, Revels provides comprehensive, customized and innovative planning, administration and income tax services for a wide range of clients. Among his clients are not-for-profit organizations, early-stage corporations, private equity funds, high-net-worth individuals, family office groups, closely held entities, senior executives and employees of public and private organizations. He also provides expert witness opinions and testimony for law firms, and represents clients before the Internal Revenue Service and state agencies.
Revels is licensed to practice throughout Pennsylvania and Delaware. He is a member of the American and Pennsylvania Institutes of Certified Public Accountants, as well as the Montgomery County Estate Planning Council. Revels holds an M.S. in Taxation from Villanova University and graduated from Delaware State University with a B.S. in Accounting, Business and Marketing. He is the Audit Committee Chairman of the nonprofit children's hospital, Exceptional Care for Children.
About Citrin Cooperman - Citrin Cooperman (www.citrincooperman.com) is a full-service accounting firm, providing attest, assurance, tax, business advisory, valuation and forensic services. The firm's accountants and advisors have deep experience in many industries and areas including professional services, restaurants, franchising, financial services, real estate, entertainment, staffing and executive search, charter schools, nonprofits and Sarbanes-Oxley compliance. Founded in 1979, the firm has offices in Philadelphia, midtown Manhattan, White Plains, N.Y., Springfield, N.J., and Norwalk, Conn. Additionally, the firm is affiliated with Citrin Cooperman Wealth Management, LP (www.ccwmlp.com), which offers clients in-depth personal financial planning, independent fee-based investment advisory services, and insurance brokerage services. Citrin Cooperman is an independent firm associated with Moore Stephens. Follow Citrin Cooperman on Twitter ( @ ) CitrinCooperman dot