Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager
By Dan Moisand | February 10, 2021 | Comments Off on Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager
FOR IMMEDIATE RELEASE
Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager
Will manage tax department of Orlando financial planning firm
Orlando, February 10, 2021 – Moisand Fitzgerald Tamayo, LLC (MFT) announced today the appointment of Kevin McDermott, CPA to the position of Tax Manager. McDermott will join a team that prepares and files tax returns for MFT clients, prepares tax projections, and conducts tax research to assist the firm’s financial planners in advising clients.
“I’m excited to be joining one of America’s best truly independent financial planning firms. The team is exceptional, and it is easy to see why they are one of the most decorated firms in the country.” said McDermott.
McDermott received his Bachelor’s and Master’s degrees in Accounting from the University of Florida. He is member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Active in his community, he has spent time volunteering with Junior Achievement, Boys and Girls Club, and United Way.
“Kevin’s experience and expertise will transform and strengthen MFT’s tax services. He brings small business, individual and trust tax experience to our already exceptional team,” said Director of Tax Services, Ron Tamayo, CFP® EA. “We look forward to welcoming him in his new role.”
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At Moisand Fitzgerald Tamayo, LLC, the mission is to be “A Sanctuary from the Noise®.” The firm provides truly independent, objective, expert financial planning and wealth management to a select group of families. They have been operating exclusively as fiduciaries, legally obligated to place their clients’ interest first for well over a decade. The firm only works in a fiduciary capacity and never “switches hats” to become product salespeople. The firm is an SEC Registered Investment Advisory managing in excess of $750 million for its clients.
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Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.
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“I’m excited to be joining one of America’s best truly independent financial planning firms. The team is exceptional, and it is easy to see why they are one of the most decorated firms in the country.” said McDermott.