Elaine is a Senior Tax Advisor providing tax support including income tax projections, tax strategies, tax and accounting research as well as the preparation and filing of returns for individuals, trusts, and foundations.
Elaine’s commitment to excellence led her to attain her EA (Enrolled Agent) designation. To earn her EA credentials, Elaine was required to pass a three part comprehensive IRS test covering individual and business tax returns. The enrolled agent license is the highest credential the IRS issues. EA professionals must adhere to ethical standards and continuing education requirements. Elaine’s designation is your assurance that you are dealing with a committed, knowledgeable professional.
Elaine is a graduate of Rowan University earning a Bachelor’s of Science degree in Accounting. She has also completed all coursework required for the CFP from the College of Financial Planning in Denver, Colorado.
Prior to becoming a member of the RTD team, Elaine worked at RTD’s predecessor firm since 1988.
Elaine is a lifelong resident of Marlton, NJ with her husband, Ray. She enjoys spending time with her three daughters and their families, cooking and baking.
Are You Ready to Roth?
When you turn 70 ½, you are required to withdraw funds from your traditional IRA. The amount, your Required Minimum Distribution (RMD), is calculated based on your age and account balance. This distribution, like all other withdrawals from a Traditional IRA, is taxable. Roth IRAs on the other hand, do not have this requirement, as […]