Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021
New York, NY
The start of 2021 is a great time to evaluate financial priorities and review your personal financial plan. 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. Our firm has a focus on working with partners employed by one of the Big4 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.
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 over twenty years ago and now manage in excess of $1.1 billion of assets.
• Two market battles in 2021 – Retail investors vs. the hedge funds and growth vs. value – Who will win?
• Am I eligible for a tax-free “Backdoor Roth IRA” and/or does my firm 401k plan offer a “Mega Back Door” option?
• Where can I find yield today and how to deal with inflation when it comes?
• How will the possible new tax regime of the Biden Administration affect my income, investments, and estate plans?
• Should I “super fund” 529 college savings plans for income and estate tax purposes? What is that best ways to spend these funds?
• What are the effects of “stay in place” living and working on my state income taxes?
Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Wednesday, March 17th, please let us know and we will send a replay 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 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.
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.
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.