Elaine is a Senior Tax Advisor with RTD Financial. She provides tax support including income tax projections, tax strategies, and tax research. She also files Form 5500 for our clients’ with retirement plans and assists with the IRS required restatement of I-401(k) plan documents.
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’re working with a committed, knowledgeable professional.
Elaine is a graduate of Rowan University, earning a Bachelor of Science degree in Accounting. She has also successfully completed the College for Financial Planning® CERTIFIED FINANCIAL PLANNER™ Professional Education Program.
Elaine is a lifelong resident of South Jersey with her husband, Ray, and Henry, her Jack Russell terrier who helps her get her 10,000 steps per day. She values spending time with her three daughters and their families. Elaine likes to cook and bake; she loves looking for new recipes and trying out new dishes!
Getting to know Elaine
What do you enjoy most about working at RTD?
When you work at RTD, you are part of a large awesome family that treats you with respect. You are listened to and your efforts are appreciated.
What makes you good at what you do?
Most people find this hard to believe but I really enjoy taxes. I like preparing income tax returns and keeping current with tax information. I want clients not to stress about their taxes and make their tax situation understandable to them.
What’s the best piece of advice you’ve received?
The best piece of advice I received was to start saving early. I opened an IRA account with my first part time job in high school and have always contributed the most I could to my 401(k).
What’s the most exciting vacation you’ve taken?
My first trip to Europe was to Italy. My husband and I visited Rome, Florence and Venice. The historical sites, quaint little cafes and gelato are unforgettable.
Professional Designations & Memberships
Are You Ready to Roth?
When you turn 72 (age 70.5 if born before July 1, 1949), 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 […]