VIP Biography for
Isabelle V. Curtiss, CPA/PFS
 | Isabelle V. Curtiss, CPA/PFS |
| Industry | Financial services/Certified Public Accountant |
| Title | Certified Public Accountant |
| Expertise | Qualified plan design and administration; individual, estate, trust and pension taxation; Area of Practice: Individual and corporate taxes, accounting, auditing, personal financial planning |
| Current Organization | Isabelle V. Curtiss, P.C., CPA |
| Type of Organization | CPA firm |
| Major Product | Personal financial planning, estates, pensions |
| Area of Distribution | Connecticut |
| University/Degree | B.S., Business Administration and Business Education, Central Connecticut State University, 1973 |
| Born | October 11, 1936, Bridgeport, Connecticut |
| Honors & Awards | Distinguished Service Award 2001 by Rotary Club; Distinguished Service Award 1996 by American Institute of Certified Public Accountants; Distinguished Author Award 1988, Discussion Leader Award 1988 and Public Service Award 1986 by Connecticut Society of Certified Public Accountants |
| Published Works | Article on Personal Financial Planning as a Discipline for CPA's, Journal of Accountancy; Articles on Imputed Interest Rules and Distributions form Qualified Plans, Estate Planning |
| Affiliations | American Institute of Certified Public Accountants; Connecticut Society of Certified Public Accountants; Hartford Estate and Business Planning Council; Bureau of National Affairs Personal Financial Planning Tax Management Inc.; Sect. & Treas., Tribury Foundation; Waterbury Foundation; Woodbury, Southbury, Middlebury Rotary (President 1998, Current Secretary); Trustee, Connecticut Foundation; Trustee, Waterbury Symphony |
| Hobbies & Sports | Gardening-flowers and herbs, playing the piano, walking, swimming |
| Career Accomplishments | Has been quoted in Money Magazine, New York Times, Wall Street Journal and Personal Financial Planning Magazine; Has taught throughout the U.S. for professional organizations and for University of Hartford Graduate Program; Frequent speaker for both civic and professional organizations in estate and trust planning, pensions, individual and corporate taxation |
| Work History | Coopers & Lybrand; Blum, Shapiro, CPA's; Isabelle V. Curtiss, P.C., CPA |
| Children | Charles, Catherine, Dale |
| Spouse | Charles L. Curtiss |
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