At Retirement Prosperity Group we believe that all of your professionals, including your Financial Advisor, Attorney, and Accountant, should be working together as a team in order to help you maximize your retirement resources, as well as the transfer of wealth to your family in a protected manner.  

In keeping with our mission to empower clients to make informed decisions and take control of their retirement futures we often work with CPAs and Attorneys to ensure that your plan is well coordinated and complete.

As part of our strategic partnership with other professionals, we work closely with an Estate Planning and Probate Attorney who is also an expert in wealth transfer planning strategies for clients who have children with special needs.

Guy F. Matthews, Esquire – Strategic Partner

Guy joined Eckell Sparks in 1989. He received his undergraduate and master’s degree in Business Administration from Widener University. He earned his law degree in 1979 from Temple University School of Law and a Master of Laws in Taxation from Villanova University. Additionally, he has received the C.L.U. and Chartered Financial Consultant designation from the American College.

Guy concentrates in the representation and counseling of individual and corporate clients in business, estate, and financial planning matters. He personally handles all aspects of the estate planning process from the client interview to the drafting and execution of all documents. Guy has direct involvement with numerous corporate fiduciaries and has incorporated into his documents changes suggested by the particular fiduciary.

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Estate planning techniques used and documents prepared include wills, Revocable Trusts (including Marital/Bypass Trusts), Irrevocable Life Insurance Trusts, Generation-Skipping “Dynasty” Trusts, Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Split Dollar Arrangements, Deferred Compensation Arrangements, Grits, Gruts, Charitable Remainder Annuity Trusts and Unitrusts, and “Stretch IRA” Trusts.

Guy’s expertise also involves the administration of complex estates, including post-mortem planning, and estate tax audits. He is directly involved in the administration of trusts including—Charitable Remainder Trusts, Life Insurance Trusts and Marital/Bypass Trusts, assisting both corporate and individual fiduciaries.

Additionally, Guy prepares and conducts seminars for the public and professional organizations (CPA organizations, CPE approved, estate planning and bar organizations) on various estate planning topics. He has developed and presented “The Comprehensive Estate Planning Program” on a continuing basis. Other presentations include— “Estate Planning with Qualified Plan and IRA Distributions,” “The Eternal IRA,” “Minimum Distribution Planning,” “The Use of Trusts and Tax-Managed Investing,” “Planning for Long-Term Care,” “Charitable Remainder Trusts-Giving Your Cake and Eating It Too.”
Guy has been selected to Pennsylvania Super Lawyers list each consecutive year since 2009.

Morris Gocial, CPA – Strategic Partner

Morris Gocial, CPA, is a Partner at Mark Paneth, LLP

Mr. Gocial is an expert in forensic and litigation support services and business valuations. He advises his clients in areas such as maximizing profits, setting long-term goals, creating internal control systems, choosing financing alternatives; in addition to preparing business valuations for litigation-related matters, Mr. Gocial uses his expertise in matters such as gifting, succession planning, estate matters, buy-sell agreements, selling businesses, mergers & acquisitions to help clients with custom strategies to suit their needs.

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As a Certified Forensic Accountant and Certified Valuation Analyst, Mr. Gocial is an expert in computing damages, business valuations, investigative accounting, auditing and other types of engagements. He has prepared reports and/or testified in US District Court for the District of Columbia, US District Court for the Eastern District of Pennsylvania, US Bankruptcy Court for the Eastern District of Pennsylvania, US Bankruptcy Court for District of Delaware, Superior Court of New Jersey Chancery Division and Family Division, West Virginia Circuit Court, Pennsylvania Court of Common Pleas for Philadelphia, Montgomery, Bucks, Chester counties and arbitration hearings.

Mr. Gocial utilizes his knowledge, skill and experience as a member of several Advisory Boards for privately held for-profit enterprises.

Prior to joining Marks Paneth, Mr. Gocial was the founding member of MDG, LLC.

EDUCATION

  • Temple University, Philadelphia, PA

EXPERTISE

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified Forensic Accountant (CrFA)
  • Certified in Financial Forensics (CFF)
  • Diplomate of the American Board of Forensic Accounting (DABFA)

PROFESSIONAL MEMBERSHIPS

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Member, Business Valuation Committee
  • Member, Forensic & Litigation Committee
  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • American College of Forensic Examiners International (ACFEI)