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יותם מנדלינגר CFA, EA


Email: Yotam@ByTheTaxes.com
Meet Yotam, an Enrolled Agent—basically, he’s like a tax lawyer when it comes to dealing with the IRS. He also teaches accounting and financial economics as an adjunct professor at Boston University Yotam earned his Chartered Financial Analyst (CFA) designation in 2014 and is a Registered Investment Advisor (RIA) in Massachusetts as well as a Fiduciary. He’s all about long-term budget planning and financial management, for individuals and fraternal organizations. His philosophy is that taxes are the foundation of wealth creatin.
His goal? To give top-notch financial advice to organizations of any size.
Oh, and he wrote a book called "Foundations of Financial Literacy: Getting Ready for Life after College," and he volunteers with the Boston CFA Society’s financial program.



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