Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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Allan S. Epstein

Allan S. Epstein is the Managing Partner of the accounting firm Lopata, Flegel & Company LLP located in St. Louis.  Lopata, Flegel is a middle market accounting firm serving primarily privately owned businesses and their owners, along with high income and wealthy individuals.  Allan is actively involved in the tax planning and investment management for many of the firms’ clients on an hourly fee basis and he serves as a trustee for several clients.  Lopata, Flegel is one of a few firms who has chosen not to be involved in the sale of any products in order to remain their clients’ independent advisors.

 

Allan has been practicing public accounting for more than 35 years, including nine years with a major national accounting firm.  Allan is a CPA who received both his Bachelors and Masters in Accounting from the University of Illinois Champaign-Urbana. Allan serves in leadership roles on the board of directors of several not-for-profits in St. Louis.


Webinar Participation:


The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency

Series:  INVESTING BASICS 2018

Premiere Date: 08/14/2018 2:00pm