Investments

Ask the Expert

During this discussion led by Ted Zamerski, CFA, CPA/PFS, and featuring Tom Gibson, CPA; Brian Shey, an insurance specialist, securities representative and member of your Family Office Team; and Kevin Taylor, MBA, CFP®, our clients had the opportunity to “Ask the Expert” their questions regarding tax, estate, financial, retirement and protection planning; their importance; and

What to do with Your Pot of Gold!

You’ve done all the right things. You worked hard all your life and built a successful career or created a profitable business. You have saved and invested and met your financial goals. Now, how do you hang on to it? You need a plan to preserve the wealth you’ve worked so hard to build. You

Creating Multi-Generational Wealth with Roth IRAs

When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)s.  Fast forward 25 years, and the Roth is on everyone’s mind. The big question: Should I convert my Traditional IRA to a Roth? There are 4 main questions to ask yourself about conversion. First, when

Congress Makes Tax-Advantaged Products More Attractive

A small, largely unnoticed, tax law change included in the 2020 year-end COVID-19 relief bill signed into law by Congress includes a significant change to the tax code. This change could be a windfall for wealthy Americans and business owners who may be considering various life insurance products as a way to shelter assets and

Plan for a Biden Presidency

Joe Biden’s economic outlook and policies differ greatly from what we have experienced over the past four years. The questions we need to prepare and plan for are: How will the American government pay for the proposed policies and what affect will those policies have on taxes? The key to success over the next four

Trump vs. Biden: What You Need to Consider on November 4th

During this panel discussion led by John Scott, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine: President Trump’s tax plan and its implications for those earning more than $400K annually; Vice President Biden’s proposed tax plan and its implications for those earning more than $400K annually;

Tax Saving Strategies for a Successful Tomorrow

Recently Tax Savings Professionals had the opportunity to present a roundtable webcast: Current State of Affairs: Strategies for a Successful Tomorrow. Below is an edited transcript of this far ranging conversation about urgent topics many folks are concerned about today. Led by our own Ted Zamerski, CPA/PFS, CFA, CGMA, the conversation also features Brian Shey,

State of Affairs: Strategies for a Successful Tomorrow

During this discussion led by Ted Zamerski, CPA/PFS, CFA, CGMA, and featuring Brian Shey, Licensed Insurance Representative and member of your Family Office team; David Babinski, a Business Consultant and member of your Family Office Team; and Paul Haven, a Commercial Banking industry expert; they discuss: • The importance of reviewing your overall life plan

4 Questions to Ask When Evaluating Alternative Investments

When you hear “Alternative Investment,” it likely means anything that is not “Wall Street”. It is an investment that is an alternative to Stocks, Bonds, ETFs, and Mutual Funds. Alternative investments can also refer to real estate as recently the term has become synonymous with syndicated real estate deals. According to a recent study by