Sophia Duffy

Sophia Duffy is an Associate Professor of Business Planning and Program Director for the Tax Planning Certified Professional™ (TPCP™) Program at The American College of Financial Services. She teaches graduate and undergraduate courses in estate planning, small business planning, and taxation.

Education:

• Juris Doctorate from Temple University James E. Beasley School of Law
• Bachelor of Science in Accounting from Rutgers University

Research interests include financial planning topics such as Discrimination in AI-based Insurance Underwriting, Vulnerability of Aging Investors, and Social Security Planning for High-Income Earning Women. Her work focuses on integrating tax planning into comprehensive financial strategies, emphasizing compliance and ethical considerations in financial services.

Her recent publications explore trends in AI regulation within insurance sectors and strategies for optimizing Social Security benefits for women. This reflects her commitment to addressing contemporary challenges in financial planning and investor protection.

Scientific Awards: Not explicitly listed, but her research on Social Security Planning for High-Income Earning Women has received award recognition.

Advising and Grants: No advising students or grants listed in the provided information.

Labs/Teams: No specific labs or teams mentioned in the text.