About Frederic Behrens

Frederic Behrens is a Director and Wealth Advisor with Round Table Wealth Management. Read Frederic's Biography >

Value of Working With a Registered Investment Advisor

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, 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 $1.3 billion of assets.

By |2021-08-30T21:23:24+00:00August 30th, 2021|In the News, Webinars|Comments Off on Value of Working With a Registered Investment Advisor

International Estate Planning Strategies

Come join guest speaker Kevin E Packman, partner at Holland & Knight and our very own Frederic Behrens JD, CFP® and Marianne Rodriguez CFP® as they navigate throughout some of the most common issues when it comes to international estate planning. This presentation will be structured around multiple real-life planning examples.

By |2021-03-31T15:45:13+00:00March 11th, 2021|In the News, Webinars|Comments Off on International Estate Planning Strategies

Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, 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.

By |2021-02-25T19:09:29+00:00February 10th, 2021|In the News, Webinars|Comments Off on Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021

What is New York’s Estate Tax Cliff? (2021)

As part of Tax Cut and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $11.7 million per individual or $23.4 million per couple (for 2021). As a result, many families are no longer subject to this federal estate tax due to the high estate tax exemption amounts. However, several individual states impose their own estate or death taxes, and many have much lower estate tax exemption thresholds.

By |2021-02-08T19:54:19+00:00February 6th, 2021|Blog|0 Comments

The Importance of U.S. Listed, UK Reporting Funds for U.S. Taxpayers in the UK

U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and UK tax laws on their investment portfolio. From a U.S. tax perspective, it is essential to invest using U.S. listed investments to avoid the complicated and tax costly U.S. passive foreign investment company (PFIC) tax regime. On the UK tax side, the HMRC reporting fund regulations further restricts tax-efficient options for U.S. taxpayers who are also UK tax residents.

By |2020-11-05T17:34:59+00:00November 5th, 2020|Whitepapers|0 Comments

Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, 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.

By |2020-10-22T17:20:23+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners