Adam Chodos, Esq., CPA

About The Lecturer

Adam Chodos, Esq., CPA is the managing member of Chodos & Associates, LLC, a boutique private client law firm and the CEO of CTA Advisors, LLC, a corporate transparency act consulting firm. The law practice focuses on advising successful families and businesses on asset protection, advanced estate planning, business planning and succession, taxation, and wealth consulting. The CTA firm consults on CTA application and provides filing, recordkeeping, and legal support.

Previously, Mr. Chodos focused on asset protection and taxation at the New York headquarters of Brown and Wood, LLP (n.k.a Sidley Austin Brown & Wood) and with Ernst & Young, LLP consulting department. Mr. Chodos acts as special counsel for a variety of professional firms and is a frequent speaker and author for professional and business organizations on wealth preservation issues. He holds a Certified Public Accountancy Certificate. He earned his Bachelor’s degree in economics, summa cum laude, from the University of Pennsylvania and a law degree, high honors, from Duke University.

SELECTED SPEAKING ENGAGEMENTS

• Genrich Family Office Miami Summit, 2019: “Family Governance,” Program for high net worth family leaders regarding challenges in transferring wealth management skills to younger generations, solutions with detailed implementation discussion, and wealth education
• FiCPA Society, 2019: “High Net Worth Family Governance,” Program for professionals regarding the challenges in transferring wealth management skills to younger generations, solutions, coordination of wealth education, estate planning, and legacy
• FiCPA Society, 2018: “Advanced Estate and Business Planning,” Discussion for professionals of family dynamics in maintaining family harmony during and after planning, integration of tax planning with other common estate planning goals, smoothing transition of assets to the next generation, and use of wealth education
• Charles Schwab Private Client, 2014: “Advanced Estate and Business Planning,” in depth review of techniques to minimize taxation, retain income streams, integrate into estate planning, protect assets, combine and link strategies, and impact of the new tax rules and proposed regulations
• Morgan Stanley Smith Barney Family Office, 2010: “Business Exit Strategies for the Investment Banking Professional,” in depth review of techniques to minimize taxation, retain income streams, integrate into estate planning, protect assets, combine and link strategies, and impact of the new tax rules and proposed regulations
• Financial Planners Association State Conference, 2010: “New Trends in Executive Compensation” to recruit and retain key employees
• Citi Smith Barney, 2008: Insulating assets for the high net worth family, estate planning and tax opportunities, and integration
• National Business Institute, 2007, “Demystifying Asset Protection Vehicles,” half day course
• NY State Society of Security Analysts, 2007: Sophisticated estate planning and asset protection for the financial planning professional
• U.S. Trust, 2005, Insulating investment assets, and estate freeze and tax reduction techniques
• Estate Planning Council of Westchester, 2004: Asset protection techniques, income and estate tax implications, and integration into a holistic model
• NYU Executive Forum, 2003: “How to Protect Your Assets – Personal and Business”

MEMBERSHIPS
New York, Connecticut, Florida and American bar associations. New York and Connecticut State CPA Societies.

Publications

SELECTED ARTICLES

• “Opening the Conversation for Wealth Education: How to discuss and prepare the next generation”
• “States are Getting SALTy: How the income tax deduction changes have shifted incentives of how to structure business and where we live”
• “Wealth Education”
• “Foreign Asset Protection Trusts: Separating Fact from Fiction”
• “Wealth Preservation and Asset Protection”
• “The Affluent Mindset”
• “Offshore Trusts – a Whitepaper”
• “Prenuptial Agreements; Are They Enough?”
• “Asset Protection Primer”
• “What Will Become of Your Business?”
• Contributing Editor for The Family Office Association 
• Contributing Editor for Asia Hedge Fund Association 
• Contributing Editor for Financial Services Journal

Education

Certified Public Accountant

Duke University School of Law, Durham, NC

• J.D., high honors. Published in various law journals on creditor rights, taxation, and business topics

University of Pennsylvania, Wharton School of Business, Philadelphia, PA

• B.A., summa cum laude, Economics and Finance. Dean’s List, Alpha Lambda Delta and Phi Eta Sigma Honor Societies