Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners

Round Table Wealth Management
WEBINAR:

Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners

October 21, 2020
3:00 PM
New York, NY

Event Details

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.

2020 has been an unprecedented year with the impact of COVID-19 and what is expected to be a highly contentious presidential election.  Given these circumstances we believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term potential tax policy changes if a Biden administration is to take over.

Our firm has a focus working with accountants who are partners at the Big Four accounting firms.  We understand the issues you face and your need for an advisor who is experienced to handle all aspects of your financial life, from investment management to tax efficiency and estate planning.  We are independently owned and have no obligation to a large public company.  Our relationships are transparent, and we have always done our best to be objective in our advice.

Topics:

  • Review of Vice President Biden’s Tax Policy Proposals
  • Answers to questions you should consider before year end, including:
    • Should I harvest gains to capture a rate advantage?
    • Can a ROTH conversion help lower future taxes?
    • Why estate and income tax planning should take place TODAY and not in December?
    • Are there any dangers in gifting low basis property?
    • Is it wise to incur 40% gift tax versus a future estate tax?
    • Will step-up in basis at death really be removed from the tax code?
  • Investment Strategies and Portfolio Positioning

RECORDING

RECORDING

Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Wednesday, October 21st, please let us know and we will send a replay of the presentation.

SPEAKER PROFILES

Bruce Hyde

Bruce Hyde, CPA, MS

Partner, Wealth Advisor, Round Table Wealth Management

Bruce Hyde is a Partner, Chief Compliance Officer and Wealth Advisor at Round Table Wealth Management and has over 30 years of experience in the financial services industry. He is responsible for advising clients on the full range of financial matters including investments, insurance, estate, gift and income tax issues as well as financial decision making. For the past 17 years, Bruce has been working closely with corporate executives, business owners and partners at major law firms to serve their unique financial planning needs.

Bruce graduated from Lafayette College with a B.A. in Economics and Business and holds a Masters in Taxation (MST) from Seton Hall University where he was elected Beta Gamma Sigma for high scholastic achievement. Bruce is a Certified Public Accountant, and began his career at a “Big 8” accounting firm. He later joined a large corporation and most recently a regional wealth management firm. He is a Trustee and Treasurer of the Land Conservancy of New Jersey.

Frederic Behrens

Taylor Thomas, CFP®
Director, Wealth Advisor, Round Table Wealth Management

Taylor Thomas is a Director, Wealth Advisor with Round Table Wealth Management. One focus of Taylor’s practice is Big 4 accounting firm partners and principals. He is experienced in working with High-Net-Worth individuals and families, and has been in the independent financial advisory field for over 10 years. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.

He is a graduate of Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance. He completed the Financial Planning certificate courses at New York University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Taylor is a member of the Estate Planning Council of Bergen County located in New Jersey. He enjoys competing in various athletic competitions including triathlons and marathons.

Frederic Behrens

Anthony Rosetti, CFA®
Director, Wealth Advisor, Round Table Wealth Management

Anthony Rosetti is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Anthony is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.

Anthony began his career in the financial services industry in 2009 and spent the early part of his career in the private wealth management division of a national broker-dealer in New York City. In order to broaden his investment knowledge and experience within the industry, he completed the CFA designation and moved over to the institutional side of the business in Prime Brokerage Sales. While there he was responsible for building complex financial models to help evaluate bank financing relationships with some of the largest hedge funds in the world. Most recently he was an investment analyst at a global broker-dealer working primarily with corporate 401k plans, foundations and endowments, and high net worth individuals.

Anthony is a graduate of the University of Tampa, where he majored in Economics. He recently relocated to Florida from NYC and resides in Palm Beach Gardens with his wife, Blythe, and English Bulldog, Barkley. In his free time he enjoys working out and playing golf.

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2020-10-22T17:26:25+00:00