Matt Costa has spent over 14 years helping clients navigate the complexities of finance and tax. As Managing Partner at Foundation Wealth & Tax Advisors, Matt leverages his background, which includes roles as Partner at Bestgate Wealth Advisors and Manager at a top-tier national advisory firm. Holding the prestigious Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® designations, Matt is uniquely positioned to offer an integrated view across both financial and tax planning disciplines. His focus is on assisting retirees, pre-retirees, and business owners by developing and implementing future-oriented, tax-efficient strategies for wealth creation and preservation.

Teaching Philosophy and Approach

Matt's teaching focuses on integrating financial planning and taxation to provide a holistic view of wealth management. He is committed to delivering practical, actionable insights that professionals in the accounting, finance, and legal fields can immediately use. He believes in:

• Integrated Perspective: Demonstrating how tax decisions impact overall financial strategy and vice versa.
  
• Real-World Relevance: Drawing on his experience working with business owners and retirees to ground concepts in practical, client-facing scenarios.
  
• Strategic Planning: Focusing on how to develop and implement long-term wealth creation and transfer strategies that are both tax-efficient and effective.

Contact

• Email: Matt.Costa@alfi.org
• Phone: (301) 541-3704