Preparing for a “Work From Home” Tax Mess
There are roughly 1.6 million residents from the tri-state area that commute to New York City on a daily basis, with many of those residents crossing state lines before arriving at their office. Given the global COVID-19 pandemic and the initial concentration of the virus in [...]
Handling Taxes After Divorce
This is the first blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst during the pre- and post-divorce process. This blog will address how to handle tax filing after divorce. A podcast version of this blog series [...]
Economic Outlook: The Light at the End of the Economic Tunnel
U.S. Economic Growth Projections We believe the light at the end of the economic tunnel gets brighter by the day as vaccine deployment ramps-up and stimulus measures are approved. U.S. economic growth projected by the Philadelphia Fed's Survey of Professional Forecasters is [...]
BOCA Magazine, February 2021 – Steven Giacona Feature Article
Round Table Wealth Management’s Founder & CEO, Steven Giacona was recently interviewed by BOCA Magazine where he shared insights regarding his firm's holistic approach to multi-generational wealth planning and how that truly differentiates it from competitors. Please reach out to Steven (http://bit.ly/2QKhuPC) if you should have any questions or [...]
Round Table Wealth Management proudly announces the hiring of Rich Policastro as President
Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the expansion of its Boca Raton, Florida Office.
School for Startups Radio – Bruce Hyde Interview
Round Table’s Bruce Hyde was recently a guest speaker on School for Startups Radio where he shared insights on the economy and taxation for 2021. Please reach out to Bruce (http://bit.ly/2QKhuPC) if you should have any questions or want to discuss the topic in greater detail! Click Here to listen [...]
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.
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.
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
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.
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.
Webinar: Top Ten Financial Planning Issues for Cross-Border Families in NY
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
