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.

By |2020-10-22T17:26:25+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners

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

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 |2020-10-22T17:07:34+00:00October 8th, 2020|In the News, Webinars|Comments Off on Financial Planning and Insurance Issues for Professionals who Work with Global Families

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

A Macroeconomic View of the 2020 Election and Portfolio Strategies

A virtual discussion featuring famed economist Dr. Mickey Levy. Round Table Wealth Management invites you to our discussion series hosted by Steven J. Giacona, and Robert Davis. Dr. Levy will share his macroeconomic insights on the upcoming US presidential election.

By |2020-10-01T21:30:11+00:00September 8th, 2020|In the News, Webinars|Comments Off on A Macroeconomic View of the 2020 Election and Portfolio Strategies

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 |2020-08-27T15:20:11+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

Advanced Financial Planning Strategies for Accounting 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 |2020-10-01T19:53:52+00:00July 20th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Accounting Firm Partners

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 |2020-10-01T19:54:30+00:00June 15th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Law Firm Partners

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.

By |2020-04-20T19:31:40+00:00April 16th, 2020|In the News, Webinars|Comments Off on Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement