New York, NY
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.
Our firm works with accountants at the world’s preeminent accounting firms. We understand your issues and just like you we are fiduciaries with respect to our clients. 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 to be covered include:
- Managing your independence requirements
- Efficiently managing your investment portfolio
- Understanding various firm benefits
- Managing cash flow needs
- Understanding firm pension benefits and the implications of certain elections you will need to make
- The elements of an efficient estate plan and why your old plan may not be optimal
- How to objectively review insurance coverages (life, disability, long-term care and excess liability)
EVENT START TIME
EVENT START TIME
2:00 pm ● New York, NY
Please feel free to reach out with any questions about joining the webinar. If you are unable to attend our live webinar on Friday, November 22nd, please let us know and we will send you a recording of the presentation.
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 19 years, Bruce has been working closely with partners at major law firms, corporate executives and business owners 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.
Taylor Thomas, CFP®
Director, Wealth Advisor, Round Table Wealth Management
Taylor Thomas is a Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. 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. One focus of Taylor’s practice is Big 4 accounting firm partners and principals.
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.