Robert Westley, CPA/PFS, CFP®
Robert Westley, CPA/PFS, CFP®

Robert Westley, CPA/PFS, CFP®

Robert is a second vice president and financial planner at The Northern Trust Company in New York City. He specializes in the development, implementation and oversight of financial, estate and tax plans for high-net-worth individuals, senior executives and Manhattan’s most affluent families. Robert is an active member of the AICPA and the New York State Society of CPAs, and currently serves on the AICPA’s Personal Financial Specialist Credential Committee.

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Nondeductible IRA Contributions and Completing Form 860…

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Tax Return Triggers for Basic Estate Planning

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To Claim or Not to Claim: When Should Your Clients Take…