Michael Alvini founded Alvini & Associates, P.A. in January 2006. Prior to founding the firm, Mr. Alvini spent several years at both a well-known local accounting firm as well as a leading Delaware trust company developing expertise in the areas of income tax planning and compliance (individual, corporate, and estates & trusts), estate & gift tax planning and compliance, personal financial planning, and the use of Delaware trusts to achieve several asset protection, estate planning, and retirement planning goals.
Mike's primary role will be to provide personal planning for individuals and their families, including income, estate, and gift tax planning as well as financial services to assist individuals in planning for retirement, business succession, estate planning, and planning for college.
Mike holds a Bachelor of Science degree in accounting from Wilmington University. In addition, Mike is a Certified Public Accountant (licensed to practice in Delaware), a Certified Financial Planner™ Practitioner, as well as a Certified Trust and Financial Advisor (accredited by the Institute of Certified Bankers). Mike is also a graduate of the Southeastern Trust School of Campbell University and the ABA accredited National Graduate Trust School at Northwestern University. During his career, Mike has spoken on topics including estate planning, taxation, and the use of Delaware Trusts for several organizations, including Lorman Educational Services (approved speaker) and the Society of Financial Services Professionals. Mike is also a past and present member of several organizations, including the American Institute of Certified Public Accountants, the Delaware Society of Certified Public Accountants, the Financial Planning Association, and the Institute of Certified Bankers.
Mike also serves on the board of directors of several local charities and in his free time enjoys coaching high school and elite level travel baseball. He currently resides in Newark, Delaware.