About Frederic Behrens

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

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 |2022-01-24T14:22:55+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|Comments Off on What is New York’s Estate Tax Cliff? (2021)

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|Comments Off on The Importance of U.S. Listed, UK Reporting Funds for U.S. Taxpayers in the UK

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 |2022-01-24T14:25:35+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners

Financial Planning and Insurance Issues for Professionals who Work with Global Families

The 2020 election and the COVID-19 pandemic have coincided to create a unique opportunity for high net worth individuals. With current valuation discounts at relative highs and interest rates at all time lows, significant opportunities exist to transfer wealth to future generations.

By |2022-01-24T14:21:27+00:00October 8th, 2020|In the News, Webinars|Comments Off on Financial Planning and Insurance Issues for Professionals who Work with Global Families

Top 10 Financial Planning and Tax Issues for U.S. Expats in the UK

U.S. citizens living in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning and international tax issues are complex, but do not have to be overwhelming. You are exclusively invited to a presentation designed to address the unique financial planning and tax issues currently facing American citizens living in the UK. Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. This presentation addresses common issues encountered by American citizens living in the UK and provides an overview of compliant U.S./UK financial planning strategies. * Bonus Topic Impact of U.S. Election/UK Budget on Financial Planning

By |2022-01-24T14:26:24+00:00August 26th, 2020|In the News, Webinars|Comments Off on Top 10 Financial Planning and Tax Issues for U.S. Expats in the UK

Retirement Plans for Solo and Small Law Firms

Utilizing the correct tax advantaged retirement plan program at a small or solo law firm is an important long-term planning decision for attorneys. There are many tax, recruitment, and succession planning benefits to utilizing the correct [...]

By |2020-08-05T02:18:21+00:00August 5th, 2020|Blog|Comments Off on Retirement Plans for Solo and Small Law Firms

Working with a Fiduciary U.S. Expat Financial Advisor

Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client [...]

By |2020-07-06T14:57:45+00:00July 6th, 2020|Blog|Comments Off on Working with a Fiduciary U.S. Expat Financial Advisor

Advanced Financial Planning Strategies for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, 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 billion of assets.

By |2022-01-24T14:22:17+00:00June 15th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Law Firm Partners