About Michael Fischer

Michael Fischer is a Director, Wealth Advisor at Round Table Wealth Management. Read Michael's Biography >

How To Set Up An Estate Plan

Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted about establishing an estate plan. Michael notes the value of taking a holistic approach in coordinating beneficiaries across accounts, assets and estate documents. [...]

By |2021-11-01T21:51:21+00:00November 1st, 2021|In the News|0 Comments

Essential 2020 Year End Tax, Estate Planning, and Business Valuation Decisions

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 |2020-10-21T14:37:16+00:00October 2nd, 2020|In the News, Webinars|Comments Off on Essential 2020 Year End Tax, Estate Planning, and Business Valuation Decisions