Advanced Financial Planning Strategies for Big Four Accounting Firm Partners
New York, NY
Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.
Our firm works with accountants who are partners at the Big Four accounting firms. We understand the issues you face and your need for an advisor who is familiar with your independence requirements. We are independently owned and have no obligation to a large public company. Our relationships are transparent, and we have always done our best to be objective in our advice.
Questions answered include:
- Is now a good time for a Roth conversion?
- What investment strategies protect a portfolio in a volatile market?
- Repurposing and reviewing life insurance policies to reduce cost and add benefits – Long Term Care
- Should I overfund 529s and use them as estate planning tool?
- Why the current low interest rate environment makes estate planning strategies much more valuable – GRATs & trusts
- Selecting the pension payout option that maximizes family wealth
- Making the best use of one of the last great tax deductions – tax efficient strategies for charitable giving
EVENT START TIME
EVENT START TIME
2:00 pm ● New York, NY
Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Thursday, July 23rd, please let us know and we will send a replay of the presentation.
Bruce Hyde, CPA, MS
Partner, Wealth Advisor, Round Table Wealth Management
Bruce Hyde is a Partner, Chief Compliance Officer and Wealth Advisor at Round Table Wealth Management and has over 30 years of experience in the financial services industry. He is responsible for advising clients on the full range of financial matters including investments, insurance, estate, gift and income tax issues as well as financial decision making. For the past 17 years, Bruce has been working closely with corporate executives, business owners and partners at major law firms to serve their unique financial planning needs.
Bruce graduated from Lafayette College with a B.A. in Economics and Business and holds a Masters in Taxation (MST) from Seton Hall University where he was elected Beta Gamma Sigma for high scholastic achievement. Bruce is a Certified Public Accountant, and began his career at a “Big 8” accounting firm. He later joined a large corporation and most recently a regional wealth management firm. He is a Trustee and Treasurer of the Land Conservancy of New Jersey.
Taylor J. Thomas CFP®
Director, Wealth Advisor, Round Table Wealth Management
Taylor Thomas is a Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with High-Net-Worth individuals and families, and has been in the independent financial advisory field for over 10 years. One focus of Taylor’s practice is Big 4 accounting firm partners and principals.
He is a graduate of Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance. He completed the Financial Planning certificate courses at New York University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Taylor is a member of the Estate Planning Council of Bergen County located in New Jersey. He enjoys competing in various athletic competitions including triathlons and marathons.