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Matthew I. Botkin

Financial markets and services Attorney at Parkland, FL

5.0   1 review

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About Matthew

Learn Matthew’s areas of practice.

Matthew I. Botkin, Founder and President of Building Financial Solutions, Inc. is the co-author of the best selling book “Achieve Financial Freedom - Big Time.” Matthew is a financial advisor and planner located in South Florida.

As a CFP®, CPA, Attorney and Investment Advisory Representative affiliated with H.D. Vest Investment ServicesSM, Matthew provides customized financial services with investment, retirement, tax and estate planning strategies. Matthew is a leader in education and assists his clients in understanding technical terms to help make financial decisions.

Professional and Organizational memberships include the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), Maryland Association of Certified Public Accountants (MACPA), American Bar Association (ABA), and the Florida Bar. 

“The financial area has a wealth of knowledge, regarding investment choices, tax considerations and rules that clients need to understand when making financial decisions.”

Matthew holds a Bachelor of Science in Accounting from Towson University (Baltimore, MD). He graduated, first-in-class, with a Master of Science in Financial Planning from Bentley University (Boston, MA). and graduated cum laude, with a Juris Doctorate from Nova Southeastern University’s Shepard Broad Law Center (Fort Lauderdale, FL). He also graduated, cum laude, with an LL.M. in Taxation from the University of Miami School of Law (Coral Gables, FL).

Matt performs client services in Investment, Retirement Planning, Insurance, Estate Planning, Tax and more and has had extensive training on meeting client’s goals and objectives. His needs based approach assists clients in reaching their objectives by listening closely, customizing and implementing financial strategies, and building intergenerational relationships.

Matthew can be contacted at his office or by e-mail at

Photos and videos

Licensed for 7 years
State FL
Status Member in Good Standing
Acquired 2015
Updated 11/23/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Matthew

Matthew I. Botkin
7455 NW 108TH AVE
Parkland, FL, 33076
Matthew I. Botkin
2151 NE 51 CT
Suite East
Fort Lauderdale, FL, 33308
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Reviews

5.0 / 5.0
  1 customer review
5 Star
 
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Posted by Jacqueline | January 9, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Excellent Attorney
I have consulted with Matthew several times regarding tax and financial issues. I have found him to be extremely knowledgeable and helpful. Every time I meet with Matthew I come away having learned something new. Matthew is incredibly patient and takes the time to break things down and explain them step by step. Matthew is an excellent attorney and I would not hesitate to recommend him.
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Cost

Rates
  • Free Consultation 15 minutes
Payment methods
Cash, Check

Resume

AVVO RATING 8.0 (Excellent)

Work Experience

  • Founder and President
  • Building Financial Solutions, Inc.
  • 2015 - Present

Education

  • University of Miami School of Law
  • LL.M.
  • 2015
  • Nova Southeastern University
  • Juris Doctorate
  • 2014
  • Bentley University
  • Master of Science
  • 2008
  • Towson University
  • Bachelor of Science
  • 2007
View all education

Legal Cases

  • Post Death Planning
  • In this case, no probate was needed and we were able to transfer assets out of mom's name in the hands of daughter

Associations

  • Greater Fort Lauderdale Tax Council
  • Treasurer
  • 2016 - Present
  • Estate Planning Council (EPC)
  • Member
  • 2016 - Present
  • Broward County Bar Association
  • Member
  • 2015 - Present
  • Financial Planning Association (FPA)
  • Member
  • 2014 - Present
  • American Institute of Certified Public Accountants (AICPA)
  • Member
  • 2008 - Present
  • Transactional Law Practice Group (TLPG)
  • President
  • 2012 - 2014
View all associations

Languages Spoken

  • English

Honors and Awards

  • Cum Laude
  • University of Miami School of Law
  • 2015
  • Cum Laude
  • Nova Southeastern University
  • 2014
  • Graduated first in-class
  • Bentley University
  • 2008

Publications

  • McGraw Hill
  • Achieve Financial Freedom Big Time
  • 2013

Speaking Engagements

  • Eastside Professional's Network
  • Relationship Building Trust and How it's Created.
  • 2016
  • Nova Southeastern University, Law Center
  • How to Start a Business
  • 2015

Attorney endorsements

Received (7)
Given (9)
Endorse Matthew
Tax Attorney | Dec 18
Relationship: Worked together on matter
"I endorse this lawyer. Matthew was very professional and quick to assist my client and I with their tax matter. We were able to get my client's questions answered and the issue resolved. I would definitely recommend Matthew for anything Tax Law related. Hopefully I will have the pleasure of working with him again in the future."
Financial markets and services Attorney | Dec 14
Relationship: Worked together on matter
"Matthew Botkin is an excellent attorney, CPA, and financial planner. He is extremely well versed in, and excels at all 3 of the above. I have worked with Matt several times now on my family law cases. He is definitely an asset to have on the team. In addition to the fact that Matt is at the top of his game and knows his material cold, he is always willing to go the extra mile and assist with any question or issue you may have. Finally, he has an excellent demeanor and a very soothing way about him, which my clients love. I highly recommend Matthew Botkin for any and all of his specialties."
Tax Attorney | Oct 12
Relationship: Fellow lawyer in community
"I endorse this lawyer. Matthew does an excellent work in tax law. He is dedicated, hard working."
Tax Attorney | May 22
Relationship: Fellow lawyer in community
"I endorse this lawyer. Matt is an excellent attorney that really cares about his clients. He works very hard to produce quality work."
Tax Attorney | Mar 01
Relationship: Fellow lawyer in community
"Matt is an intelligent and talented lawyer and CPA, but that is not why I refer my tax clients to his office. I refer people I know and trust to Matt because of the quality of service he provides to his clients and his client-centric approach to both tax and tax law. He is thorough, experienced and well-versed in the tax code, but most importantly he makes every client feel like they are his only client. No question is too difficult for him to answer, or too inane for his time. For these reasons, I highly endorse this lawyer."
Tax Attorney | Jan 16
Relationship: Fellow lawyer in community
"Whether Matt is your attorney or your CPA, you can rest assured you're in good hands. He is well versed in the law and truly cares about his clients. I recommend this lawyer."
Tax Attorney | Jan 09
Relationship: Fellow lawyer in community
"Matthew Botkin is not only a great attorney, but he is also a Financial Advisor and C.P.A. His expanded knowledge of each area is unique and allows for his clients to receive the best advice among multiple disciplines. Matthew is very thorough and represents his clients with the utmost professionalism. I would not hesitate to recommend Matthew to any of my friends, family members and/or clients."
View more endorsements
Parkland Financial markets and services Lawyer Matthew I. Botkin
Matthew I. Botkin
Financial markets and services Attorney
Parkland, FL
Licensed for 7 years
Free Consultation