Round Table’s Bruce Hyde was recently interviewed by CPA NOW where he addressed whether a new era in presidential leadership will result in a whole new era in federal taxation. This interview highlights some key points related to [...]
Round Table’s Founder and CEO Steven Giacona was recently quoted in Law360 discussing anticipated stimulus measures by the newly elected Democratic majority in the legislature. Please reach out to Steven if you should have any questions or want to [...]
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Utilizing the correct tax advantaged retirement plan program at a small or solo law firm is an important long-term planning decision for attorneys. There are many tax, recruitment, and succession planning benefits to utilizing the correct [...]
Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues. As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, [...]
Mariella Foley is a Partner and a Wealth Advisor with Round Table Wealth Management. Marcia Paltenstein is the Chief Operating Officer and a Wealth Advisor at Round Table Wealth Management Round Table Wealth [...]
The financial services industry is attempting to move away from harmful sales practices toward more customer-friendly standards. Much has been written about the Securities and Exchange Commission's Regulation Best Interest adopted in June 2019 that governs the sale of investments. [...]
Round Table’s Frederic Behrens was recently quoted in US News & World Report discussing the hidden costs of retiring abroad. If you’re a US citizen looking to retire abroad, this article highlights some key points to address. Please reach out [...]
Steven Giacona, Partner & CEO of Round Table Wealth Management, was recently quoted in an Investment News article titled: "Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs". He offered his insights on the acquisition and how it could benefit the TD [...]
