Loading...
Resources2020-05-13T15:19:33+00:00

Virtual Currency: Basic Concepts and Taxation Essentials

Virtual currencies represent an innovation in financial services, products and technology that has the potential to support a more efficient and transparent global commerce by proposing lower transaction costs and rapid availability of cash. In spite of the aforementioned benefits, before engaging in virtual currency transactions, investors should have a clear understanding of what they are, how they can be utilized and what are some of the tax ramifications to U.S. taxpayers. This article addresses a few of the basic concepts of virtual currencies, such as blockchain and mining, as well as how the Internal Revenue Service (IRS) treats the most common virtual currency transactions.

By |July 16th, 2021|Categories: Blog|Tags: , , |

Divorce and the Family Home

This is the sixth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions around divorce and the family home. A podcast version of this blog [...]

By |July 15th, 2021|Categories: Blog|Tags: , |

Will More IRS Funding Boost Wealthy Client Audits?

Round Table Wealth Management Partner, Chief Compliance Officer, and Wealth Advisor Bruce Hyde was recently quoted in an article by U.S. News & World Report discussing the recently released ProPublica documents about high net worth individuals paying little income tax relative to their holdings. Bruce [...]

By |July 1st, 2021|Categories: In the News|Tags: , , |

Insurance in Divorce

This is the fifth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address common questions about insurance during and after a divorce settlement. A podcast version [...]

By |June 22nd, 2021|Categories: Blog|Tags: , , |

Receiving an Inheritance from Abroad: Special Considerations for U.S. Taxpayers

It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for purposes of this article a non-U.S. person is defined as someone who is not a U.S. citizen, permanent resident, or otherwise [...]

By |June 10th, 2021|Categories: Blog|Tags: , , |
Load More Posts

Navigating Today’s Economic And Policy Environment For Investing With Chief Economic Strategist Dr. Mickey Levy

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 navigating today's economic and policy environment for investing.

By |March 19th, 2021|Categories: In the News, Webinars|

International Estate Planning Strategies

Come join guest speaker Kevin E Packman, partner at Holland & Knight and our very own Frederic Behrens JD, CFP® and Marianne Rodriguez CFP® as they navigate throughout some of the most common issues when it comes to international estate planning. This presentation will be structured around multiple real-life planning examples.

By |March 11th, 2021|Categories: In the News, Webinars|

Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021

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 that a Biden administration may implement. This webinar provides a broad overview of several tax, financial planning, and investment strategies we feel are important in 2021.

By |March 9th, 2021|Categories: In the News, Webinars|

Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021

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 |February 10th, 2021|Categories: In the News, Webinars|
Load More Posts

Getting Tipsy: Have We Reached the Tipping Point for TIPS?

 Treasury Inflation Protected Securities (or “TIPS”) provide investors with a useful tool to manage inflation risk and preserve purchasing power. The unique properties of TIPS can make them an attractive investment; however, there are important considerations in determining if they are appropriate for a given investor. This paper examines [...]

By |Categories: Whitepapers|Tags: |
Load More Posts

Quarterly Review – Fourth Quarter 2019

What a great year for investors! During 2019, capital markets erased the memory of 2018’s negative performances and moved on to record-setting index levels. In a complete turnaround, every asset class generated a positive return, whereas in 2018 nearly every asset class was at a loss.  Read More > [...]

By |January 28th, 2020|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Third Quarter 2019

The third quarter of 2019 witnessed the Federal Reserve lower its Fed Funds Target Rate twice, with a cumulative reduction of 0.50% from 2.5% to 2.0%. The initial rate reduction on July 31st helped foster a fixed income rally that pushed the Barclay’s U.S. Aggregate Index up 2.6% in [...]

By |October 30th, 2019|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Second Quarter 2019

 In the second quarter of 2019, capital markets continued their first quarter upward trajectory, albeit at a decelerated rate and with greater intra-month volatility. The S&P 500, which at the end of May was negative 2.6% quarter to date, ultimately recovered to a positive 4.3% return. Fixed income, as measured [...]

By |July 18th, 2019|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Third Quarter 2018

Here’s a party we can all agree on… U.S. equity markets had a fantastic quarter, with the S&P 500 rising 7.7%, nearly tripling the return of the index’s first-half return of 2.6%! Driven by year-over-year quarterly earnings growth between 20%-25%, the market embraced equities and pushed the index to [...]

By |October 19th, 2018|Categories: Quarterly Review|Tags: , , , |
Load More Posts
Let’s Talk
Sign Up For Our Round Table Newsletter