Martin Finn

Lavelle & Finn LLP
Founding Partner
marty@lavelleandfinn.com
(518) 869-6227

Lavellefinn
Martin S. Finn, an attorney and certified public accountant, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration and estate and business succession planning. A major part of his practice involves assisting family-owned business owners with tax and legal issues from business start-up, day-to-day operational issues to major business transactions including purchase, sale and merger events. 

Mr. Finn holds a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983) and an LL.M. in Taxation from New York University (1989). He is a member of the American, New York State, Albany County and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants. 

Mr. Finn is a frequent lecturer and, with law partner John H. Lavelle, is co-author of The Complete Trust Course (HalfMoon Education, Inc., 2019), Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005). 

Mr. Finn is Planning Committee Chair and Conference Chair of the AICPA Conference on Tax Strategies for the High-Income Individual; Chair of the AICPA Sophisticated Tax Conference; Financial Officer of the Elder Law and Special Needs Section of the New York State Bar Association; Chair of the Board of Directors of the Capital Region Chamber Foundation; Member-at-Large of the Capital Region Chamber Board of Directors; Chair of the Supervisory Committee and member of the Board of Managers and Policy Review Committees of Capital Communications Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.
He is also an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany. 

Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community Award and the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award.

About Us: Lavelle & Finn, LLP has thrived by taking an individualized approach to working with our clients and building our firm. Our clients benefit from our high-touch atmosphere and enjoy having the members of our team know who they are and truly care about their individual needs. Our team has the right mix of attorneys, paralegals and administrative staff, providing our clients with expertise, knowledge and experience without massive overhead or international affiliates pushing us to provide esoteric specialties. We understand and respond to our clients’ needs and ensure each step of the process is dedicated to protecting their families and their wealth.

Upcoming Live Webinars

ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA

Available Date(s)
Monday, October 21, 2019: 10:00AM EDT
Thursday, November 14, 2019: 11:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX EFFICIENT CHARITABLE GIVING STRATEGIES

Available Date(s)
Tuesday, October 29, 2019: 9:00AM EDT
Friday, November 22, 2019: 11:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT’S TAX AND FINANCIAL PLANNING

Available Date(s)
Friday, November 08, 2019: 11:00AM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

Archived Webinars Offered

EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT’S TAX AND FINANCIAL PLANNING

Date RecordedOctober 14, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other