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Sophia Duffy

Sophia Duffy

JD, CPA, AEP®

Associate Professor of Business Planning and Program Director, Tax Planning Certified Professional™ (TPCP™) Program

An Associate Professor of Business Planning and Program Director for the Tax Planning Certified Professional™ (TPCP™) Program at The American College of Financial Services, at The American College of Financial Services. Sophia Duffy, JD, CPA, AEP®, teaches classes in estate planning, small business planning, and taxation at the graduate and undergraduate levels.

Duffy has published research on a variety of issues related to financial planning, including Discrimination in AI-based Insurance Underwriting, Vulnerability of Aging Investors, and award-winning research on Social Security Planning for High-Income Earning Women.

Duffy earned a Juris Doctorate from the Temple University James E. Beasley School of Law and a Bachelor of Science in Accounting from Rutgers University. She is also a Certified Public Accountant (CPA) and an Accredited Estate Planner® (AEP®).

 

 

Accounting
Business Planning
Compliance
Estate Planning
Financial Planning
Individual Income Tax Planning
Retirement Planning

An Associate Professor of Business Planning and Program Director for the Tax Planning Certified Professional™ (TPCP™) Program at The American College of Financial Services, at The American College of Financial Services. Sophia Duffy, JD, CPA, AEP®, teaches classes in estate planning, small business planning, and taxation at the graduate and undergraduate levels.

Duffy has published research on a variety of issues related to financial planning, including Discrimination in AI-based Insurance Underwriting, Vulnerability of Aging Investors, and award-winning research on Social Security Planning for High-Income Earning Women.

Duffy earned a Juris Doctorate from the Temple University James E. Beasley School of Law and a Bachelor of Science in Accounting from Rutgers University. She is also a Certified Public Accountant (CPA) and an Accredited Estate Planner® (AEP®).

 

 

Accounting
Business Planning
Compliance
Estate Planning
Financial Planning
Individual Income Tax Planning
Retirement Planning