- Individual Taxation & Planning
- Estate, Trust & Gift Taxation & Planning
- Executive Tax Planning
CREDENTIALS / EDUCATION
- Muhlenberg College: BA, Accounting; BA, Philosophy
- Villanova University School of Law: MST
- National Association of Tax Professionals
- Philadelphia Estate Planning Council
Kurt Peterson is a Tax Director in the Personal Wealth Advisors Group with over 25 years of experience providing a wide range of tax services.
Kurt’s personal financial planning expertise includes income tax planning, estate and gift planning, design and administration of estate plan structures, retirement planning, and small business enterprise design.
Prior to joining the firm, he worked in the Philadelphia offices of a national accounting firm.