About Michael Fischer

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

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

Qualified Charitable Distributions

The Tax Cut and Jobs Act of 2017 fundamentally changed the landscape of tax efficient charitable giving for investors and retirees. With the elimination of many miscellaneous itemized deductions, the implementation of a cap on state [...]

By |2020-06-12T14:53:42+00:00June 12th, 2020|Blog|Comments Off on Qualified Charitable Distributions

Selling Your Franchise Business: Steps to Optimize the Outcome

Selling a franchise business is more than simply waiting for investment bankers to negotiate the highest sales price.  Like any business endeavor, establishing sound goals and objectives in addition to tax efficiency requires strategic planning well [...]

By |2020-02-21T17:11:16+00:00February 21st, 2020|Blog|Comments Off on Selling Your Franchise Business: Steps to Optimize the Outcome

Mutual Funds vs. ETFs

If you are new to the investing world, you might find the prospect of choosing individual stocks and bonds to be incredibly time consuming and complex. You may have personal connections to certain brands, but how [...]

By |2019-10-21T18:59:01+00:00September 19th, 2019|Investing, Women of Clarity|Comments Off on Mutual Funds vs. ETFs

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]

By |2019-08-15T20:53:14+00:00January 2nd, 2019|Blog|Comments Off on A Pitfall of the “Backdoor” Roth IRA Conversion

Five Financial Planning Tips For Those Expecting

You’re in week 39 of your pregnancy. You’ve read every “How To” book for new parents.  You found a crib, a stroller, and this car seat rated 4.97 stars on Amazon that could withstand a nuclear war.  You baby-proofed [...]

By |2020-02-27T14:34:12+00:00December 19th, 2017|Blog|Comments Off on Five Financial Planning Tips For Those Expecting

Is Your Portfolio Making a Difference?

We are faced with choices every day. We choose the food we eat, the places we shop, the brands we patronize, and the people with whom we interact. These everyday choices help to define who we are and craft [...]

By |2019-08-15T21:22:00+00:00August 31st, 2017|Blog|Comments Off on Is Your Portfolio Making a Difference?

What Happens at Death

The age-old question: what happens to us when we die?  I’d be lying if I said I had any sort of spiritual answer for you.  I can; however, help shed some light on what happens to your worldly possessions [...]

By |2018-12-07T20:42:22+00:00April 11th, 2017|Blog|Comments Off on What Happens at Death
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