Theodore "Ted" Kurlowicz
JD, LLM, CAP®, ChFC®, CLU®, AEP
Professor Emeritus of Taxation
Theodore "Ted" Kurlowicz JD, LLM, CAP®, ChFC®, CLU®, AEP is Professor Emeritus of Taxation at The American College of Financial Services. He teaches and prepares text materials and courses in estate planning and planning for business owners and professionals.
He also serves as adjunct associate professor in the Master of Science in Taxation and Financial Planning Program at Widener University.
Kurlowicz has participated in developing state insurance agent licensing examinations for numerous states, and he is a frequent speaker at professional associations. He is licensed to practice law in the Commonwealth of Pennsylvania, and was admitted to the Estate Planning Hall of Fame in 2008.
He is the author of Planning for Business Owners and Professionals and Estate Planning Applications, and co-author of Can You Afford to Retire? His credits as a contributing author include McGill's Life Insurance, Financial Planning for the New Century, Fundamentals of Financial Planning, The Federal Income Tax Law, Financial Services Professional’s Guide to the State of the Art, and Financial Planning 2000. He has also served as a member of the editorial staff of the Delaware Law School Law Review.
Kurlowicz has appeared on NBC Nightly News; Your Money, a Business News Broadcast on CNN; The Financial Advisers, a business and financial planning program on PBS; and several segments of Money Matters, a financial planning feature of Nation's Business Today.
He received a Bachelor of Science degree from the University of Connecticut, a Master of Arts degree from the University of Pennsylvania, a Juris Doctorate from the Delaware Law School, and a Master of Laws (LLM) degree in taxation from Villanova University School of Law.
He holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Philanthropy® (CAP®), and Accredited Estate Planner (AEP) designations.
Business Planning
Charitable Giving
Employee Benefits
Estate Planning
Retirement Planning
Theodore "Ted" Kurlowicz JD, LLM, CAP®, ChFC®, CLU®, AEP is Professor Emeritus of Taxation at The American College of Financial Services. He teaches and prepares text materials and courses in estate planning and planning for business owners and professionals.
He also serves as adjunct associate professor in the Master of Science in Taxation and Financial Planning Program at Widener University.
Kurlowicz has participated in developing state insurance agent licensing examinations for numerous states, and he is a frequent speaker at professional associations. He is licensed to practice law in the Commonwealth of Pennsylvania, and was admitted to the Estate Planning Hall of Fame in 2008.
He is the author of Planning for Business Owners and Professionals and Estate Planning Applications, and co-author of Can You Afford to Retire? His credits as a contributing author include McGill's Life Insurance, Financial Planning for the New Century, Fundamentals of Financial Planning, The Federal Income Tax Law, Financial Services Professional’s Guide to the State of the Art, and Financial Planning 2000. He has also served as a member of the editorial staff of the Delaware Law School Law Review.
Kurlowicz has appeared on NBC Nightly News; Your Money, a Business News Broadcast on CNN; The Financial Advisers, a business and financial planning program on PBS; and several segments of Money Matters, a financial planning feature of Nation's Business Today.
He received a Bachelor of Science degree from the University of Connecticut, a Master of Arts degree from the University of Pennsylvania, a Juris Doctorate from the Delaware Law School, and a Master of Laws (LLM) degree in taxation from Villanova University School of Law.
He holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Philanthropy® (CAP®), and Accredited Estate Planner (AEP) designations.
Business Planning
Charitable Giving
Employee Benefits
Estate Planning
Retirement Planning