“Sid Kess has dedicated decades of service to the CPA profession, going above and beyond to raise the bar for CPAs who provide personal financial planning services,” said Susan Tillery, chair of AICPA’s Personal Financial Specialist (PFS) Credential Committee. “His volunteer history for the AICPA began when he created the Tax Strategies for High Income Individuals Conference 30 years ago. In the last decade he has put a tremendous amount of effort into forwarding the CPA financial planning profession. He uses every podium opportunity to highlight the value of financial planning, including the PFP section and the PFS credential. Sid is a wonderful mentor and encourages all those he comes in contact with. He spends a great deal of time reaching out to young people and encouraging them in their CPA/PFS pursuits. He has made a difference in so many lives.”
Kess has authored and co-authored hundreds of publications, courses, videos, and practice aids on income tax and financial and estate planning for the AICPA, as well as CCH. He is recipient of the AICPA’s Gold Medal Award, the highest award granted to a CPA by the AICPA, for his major contributions to the CPA profession, and the AICPA’s Special Recognition and Distinguished Lecturer Awards. He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils and is the recipient of the New York State Society of CPAs’ Hall of Fame award. He is Of counsel to Kostelanetz & Fink, LLP.
Kess is recognized as one of the nation’s best known continuing professional education lecturers. He has lectured to more than one million practitioners on tax, financial, and estate planning. In 2010, the AICPA established the Sidney Kess Award for Excellence in Continuing Education to recognize individual CPAs who have made significant and outstanding contributions in tax and financial planning and whose public service exemplifies the CPA profession’s finest values and ethics. In an effort to tie university efforts to the profession, he has single-handedly created a personal financial planning conference with NYSSCPA and Baruch College.
“Sid is an incredible source of ideas and inspiration to the profession and his efforts have caused many tax-oriented CPAs to add personal financial planning to their services,” said Andrea Millar, CPA/PFS, associate director of the AICPA’s Personal Financial Planning Division. “He has worked tirelessly to promote personal financial planning in the media, including getting a regular PFP column added to many publications.”