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Matthew I. Botkin
About Matthew
Biography
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 Avantax Wealth ManagementSM, 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
Practice Areas
15
Practice Areas
Fees and Rates
Cost
Payment Methods
- Cash
- Check
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Chat withLicenses
Licensed in Florida for 10 years
State: Florida
Acquired: 2015
No misconduct found
Location
Law Offices of Matthew I. Botkin
7455 NW 108TH AVE, Parkland, FL, 33076
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Matthew I. Botkin's Reviews
Avvo Review Score
2 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews | Recommendation
Posted by Tony | October 12, 2023 | Estate Planning
Very kind and considerate
Matthew took the time to let me ask all the questions I needed. He gave me a lot of useful advice. I plan to have Matthew handle my financial planning needs in the future.
Posted by Jacqueline | January 09, 2017 | Tax
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 the...
Matthew I. Botkin's Lawyer Endorsements
"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."
Jacqueline Bourassa
Financial markets and services lawyer | 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."
"I endorse this lawyer. Matthew does an excellent work in tax law. He is dedicated, hard working."
"I endorse this lawyer. Matt is an excellent attorney that really cares about his clients. He works very hard to produce quality work."
"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."
"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."
"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."
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Experience
Honors
2015
Cum Laude, University of Miami School of Law
2014
Cum Laude, Nova Southeastern University
2008
Graduated first in-class, Bentley University
Work Experience
2015 - Present
Founder and President, Building Financial Solutions, Inc.
Associations
2016 - Present
Greater Fort Lauderdale Tax CouncilTreasurer
2016 - Present
Estate Planning Council (EPC)Member
2015 - Present
Broward County Bar AssociationMember
2014 - Present
Financial Planning Association (FPA)Member
2008 - Present
American Institute of Certified Public Accountants (AICPA)Member
2012 - 2014
Transactional Law Practice Group (TLPG)President
Sample of 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
Education
2015
University of Miami School of Law
LL.M.
2014
Nova Southeastern University
Juris Doctorate
2008
Bentley University
Master of Science
2007
Towson University
Bachelor of Science
Speaking Engagements
2016
Eastside Professional's Network
Relationship Building Trust and How it's Created.
2015
Nova Southeastern University, Law Center
How to Start a Business
Publications
2013
McGraw Hill
Achieve Financial Freedom Big Time
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
E trade hold my inhetated IRA?
06 Jan 2022
Q&A
Wife just passed, her will leaves everything she owned jointly with me to me her husband? Does that need to go to probate in
26 Apr 2018
Q&A
Florida residents: my husband died recently and I discovered several credit cards with outstanding debt. A I responsible ?
06 Nov 2017