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PridePlanners Knowledge Circle: LGBT+ Tax Planning in a Changing World

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Join FPA Pride Planners on April 13, 2021 at Noon ET for LGBT+ Tax Planning in a Changing World.  Marta Shen, JD, CPA, CFP® will discuss tax planning ideas and address strategies and considerations for gay and lesbian couples. 

  • Understand the landscape of tax planning for gay and lesbian couples before and after Obergefell case
  • Evaluate tax planning opportunities clients may have such as:
    • Tax bracket arbitrage
    • Income and Expense Shifting
    • Tax planning relating to starting a family
    • Using your business for tax opportunities
  • Identify considerations unique to LGBT+ tax planning


Marta Shen, JD, CPA, CFP®

Senior Vice President, Wealth Management

Raymond James

Marta Shen has over 30 years’ experience in financial services, with over 24 years’ experience as a financial advisor. 

She is the founder Spring Street Financial of Raymond James with offices in Atlanta and Seattle, where she is senior vice president of wealth management.

Marta’s professional background as a Certified Public Accountant, Attorney and Certified Financial Planner™ professional helps provide a deeper appreciation of the complexity of a client’s financial framework. Tax planning is critical in this framework, as it is not what you earn, but what you keep and utilize wisely, that matters. 

One thing that differentiates Marta from many other financial consultants, on the consulting side, is the experience she has with real estate investment analysis. In addition to reviewing real estate investments in terms of portfolio allocation, she has a personal passion for real estate investing having personally been involved in over two dozen real estate transactions as an investor.

She is co-chair of the Pride Financial Advisor Network and serves on the Diversity and Inclusion Council at Raymond James.

Marta lives in Seattle WA with her partner Carrie and two sons, Matthew and Richard.

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LGBT+ Tax Planning in a Changing World
04/13/2021 at 10:00 AM (MDT)   |  60 minutes
04/13/2021 at 10:00 AM (MDT)   |  60 minutes Join FPA Pride Planners on April 13, 2021 at Noon ET for LGBT+ Tax Planning in a Changing World. Marta Shen, JD, CPA, CFP® will discuss tax planning ideas and address strategies and considerations for gay and lesbian couples.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available