The Great Retirement: What Is Your Plan? 6 Important Factors You Need To Consider
This webinar will discuss the Great Resignation phenomenon and the decisions that many face as they consider retirement.
Will More IRS Funding Boost Wealthy Client Audits?
Round Table Wealth Management Partner, Chief Compliance Officer, and Wealth Advisor Bruce Hyde was recently quoted in an article by U.S. News & World Report discussing the recently released ProPublica documents about high net worth [...]
School for Startups Radio – Bruce Hyde Interview
Round Table’s Bruce Hyde was recently a guest speaker on School for Startups Radio where he shared insights on the economy and taxation for 2021. Please reach out to Bruce (http://bit.ly/2QKhuPC) if you should have any questions or want to [...]
Biden Administration Could Mean Whole New World for Federal Taxation
Round Table’s Bruce Hyde was recently interviewed by CPA NOW where he addressed whether a new era in presidential leadership will result in a whole new era in federal taxation. This interview highlights some key points related to [...]
Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners
Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Taylor Thomas, CFP® and wealth advisor, Anthony Rosetti, CFA®. 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.
Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement
Presenters will include partner, 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 manages in excess of $1 billion of assets.
Developing a Pension Maximization Strategy
This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]
Single Life vs. Joint & Survivor Pension Payout Options
This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]
Using Mortgage Interest to Fund Investments: The Interest Tracing Rules
Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]