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RUTH RAFTERY, JD, CPA
Senior Advisor

New York, New York

T: 347.449.3984

E: rraftery@apegcommunity.com

Education

Temple University,  James E. Beasley School of Law, JD

University of Scranton, B.S.,  Accounting ​

Credentials and Licenses

Certified Public Accountant (CPA)

Licensed to Practice Law in New York

Professional Affiliations

Estate Planning Council of New York City

American Academy of Attorney-CPAs

New York State Society of CPAs

Publications

 

Art And The Family Office: Crafting A Legacy And Investing Intelligently

 

Fiduciary Best Practices for an Individual Trustee: Reducing Liability and Improving Client Relationships​

 

White House Proposes End to Conflicted Investment Advice

Ruth Flynn Raftery, JD, CPA, is a Senior Advisor to AltaView and is based in New York City. Ruth's diverse background includes previous senior leadership roles in business development, public accounting, and wealth management.

Ruth brings to AltaView significant experience in estate, gift and trust taxation for both domestic and international clients. During the course of her career, Ruth has become a trusted advisor to many attorneys, accountants, insurance and financial professionals nationwide. From these relationships and her experience in both estate planning and compliance, Ruth is in a unique position to counsel advisors regarding the valuation services that are best suited to meet client needs. Ruth has held leadership roles in the Trusts and Estates profession, including past President of the Estate Planning Council of New York City, and chair of the New York State CPA Society’s Estate Planning Committee. She is also a member to the American Academy of Attorney-CPAs. 

 

In addition to her role as Senior Advisor to AltaView, Ruth is co-founder of Advanced Planning Educational Group, Inc., a membership group which provides educational and professional resources to the financial planning community. She also serves as a consultant to the Estate, Gift, and Trust Services Group at Wiss & Company LLP, a public accounting firm.  Previously, Ruth served as a Wealth Advisor at Round Table Wealth Management, Senior Vice President at FMV Opinions, Inc., Director of New Product Development for Tax Products at Thomson Reuters, and Senior Manager in the Tax Department at Deloitte. Ruth received her accounting degree from the University of Scranton and her JD from Temple University School of Law.  She is licensed to practice law in New York and is a certified public accountant.

ORANGE COUNTY, CA

CONTACT US

ORANGE COUNTY, CA

SAN FRANCISCO, CA

SEATTLE, WA

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315 Montgomery Street

Suite 900

San Francisco, CA 94104

415.612.1815

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23046 Avenida de la Carlota

Suite 600

Laguna Hills, CA 92653

949.450.9334

LAS VEGAS, NV

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1980 Festival Plaza Drive

Suite 300

Las Vegas, NV 89135

702.623.8144

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506 Second Avenue

Suite 1400

Seattle, WA 98104

253.372.2402

DALLAS, TX

ATLANTA, GA

PHILADELPHIA, PA

NEW YORK, NY

BALTIMORE - D.C.

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3500 Lenox Road

Suite 1500

Atlanta, GA 30326

404.879.7413

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5050 Quorum Drive

Suite 700

Dallas, TX 75254

972.698.5830

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1650 Market Street

Suite 3600

Philadelphia, PA 19103

267.817.9785

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590 Madison Avenue

21st Floor

New York, NY 10022

917.765.3592

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6700 Alexander Bell Drive

Suite 200

Columbia, MD 21046

410.205.4413

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