Wealth Management

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

5 Small Changes that Can Add Up to Big Tax Savings

We typically only think about taxes when preparing to pay Uncle Sam. Making small changes to how you look at and approach your finances and taxes throughout the, however, can add up to big savings on your taxes. There are many strategies that can be used, but here are five just to get you started.

Creating Your Family Bank

Ray Poteet, discusses how you can make freedom to your funds a reality while still growing that money. Specifically he covers: • How to create your own Family Financing System • How to make money driving your car (be an Uber driver without picking up passengers!) • How to take a vacation and make a

The Top 3 Legal Ways to Maximize Your Tax Savings

April is right around the corner. And we all know April brings more than just spring showers. But what if, instead of owing money to the IRS, you received a refund? Fortunately, there are some simple strategies you can use to maximize your tax savings. Tax Loss Harvesting Tax loss harvesting is the selling of