Lou Fuoco, CPA, Receives Prestigious Certified Exit Planning Advisor Credential

Lou Fuoco, CPA, Receives Prestigious Certified Exit Planning Advisor Credential

North Palm Beach, FL, (November 6, 2018) - Fuoco Group and TFG Financial are proud to announce that Managing Partner Luigi J. Fuoco, CPA, has received the prestigious Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute (EPI). Lou joins an elite group of worldwide business consultants able to advise business owners on Exit Planning, retirement, and succession issues.

To receive the CEPA credential from the Exit Planning Institute, professionals complete a rigorous program and testing process. CEPA members of EPI help clients grow, preserve, and transfer business wealth by assisting owners and their families to successfully plan and execute ownership transition.

Lou is passionate about helping individuals and business owners with more than traditional accounting and tax compliance needs, and works to provide them a value-added portfolio of accounting and advisory services to help them reach their financial goals. The CEPA, along with Lou’s experience and expertise in tax, accounting, financial and business consulting, makes him uniquely qualified to assist family-owned businesses with value creation and transfer. To find out more about Business Exit Planning and the Firm’s capabilities and services in this area, please visit: http://www.fuoco.com/services/exit-planning.

A long time licensed CPA in both New York and Florida, Lou was honored as a Who’s Who in Accounting by the Long Island Business News. His articles have been published in Accounting Today, CPA Practice Advisor, “Ask the Expert,” Palm Beach Post, South Florida Business & Wealth, and On Call, the Palm Beach County Medical Society  physicians’ magazine. Lou has spoken at lectures and seminars on tax, accounting and business advisory topics related to industries he practices in such as Healthcare and Hospitality, Real Estate and Restaurants, and Manufacturing and Medical Practices. To access the full biography of Lou Fuoco, CPA, CEPA, please visit: http://www.fuoco.com/about/leadership/138-lou-j-fuoco-cpa.

The Fuoco Group, together with TFG Financial, is a multi-state, multi-disciplinary professional and financial services organization. The portfolio of services offered include accounting and tax services, but also financial planning and wealth management, risk management, exit planning, estate tax planning, retirement planning, and commercial lending – all under one umbrella. Visit www.fuoco.com to learn more.



In The News

We are proud to announce that Lou Fuoco CPA, CEPA, joins a distinguished panel of experts at the April 8th Opportunity Zone Conference hosted by Madison Street Strategies and Carras Community Investment, Inc.

Press and Events

TFG Financial Advisors Announces New Michigan Office and Financial Professionals
North Palm Beach, FL, (May 8, 2019) - TFG Financial Advisors and The Fuoco Group are proud to announce they have opened a satellite office in Plymouth, Michigan, in order to expand the TFGFA geographic footprint.

The New York Real Estate Journal recently featured a "Ones To Watch" Spotlight, focusing on both up and coming professionals as well as industry veterans across all areas of real estate. Congratulations to Lou Fuoco CPA, CEPA, for being included in this prestigious group of “OTW” for 2019!