Howard Gerrin began his career as an estate and gift tax attorney for the Internal Revenue Service, conducting full audits of more than 600 large estates. This work inspired Howard to pursue a career educating individuals and companies to prepare for all of life’s financial possibilities. Howard has a Master of Laws Degree in Taxation from Boston University and a Law Degree from Suffolk University. He holds the designation of Chartered Financial Consultant.
As an experienced financial planner Howard was uniquely qualified to take the mystery out of complex financial issues and helped provide creative options so his clients made the most informed decisions for them and their family. He has worked with families, corporations, tax and legal consultants to construct comprehensive and personalized plans in the following areas:
• Retirement Planning, Long Term Care Insurance
•Investment Strategies and Portfolio Analysis
• Estate and Legacy Planning Tax Strategies
A member of the Boston Estate Planning Council, Howard has been a guest lecturer for the Massachusetts Bar Association, participated in Wall Street Journal panels, and has conducted numerous retirement and estate planning presentations. For seven years, he hosted the syndicated talk radio show, “The Financial Network,” where he was known as the Dollar Doctor.