Firm Communications
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articleJuly 7, 2021Trusts: How Can They Protect You Against Future Cuts in Estate-Tax Exemptions?
Due to the overwhelming response of our webinar on estate planning and proposed legislation on May 21st with the Medical Society of the State of New York (MSSNY) and the New York Chapter of the American College of Surgeons (ACS),…
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articleJuly 7, 2021
Trusts: How Can They Protect You Against Future Cuts in Estate-Tax Exemptions?
Due to the overwhelming response of our webinar on estate planning and proposed legislation on June 4th with the New York State Dental Association (NYSDA), we at Altfest Personal Wealth Management are issuing a three part series to help you…
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articleJuly 1, 2021
Young Professionals Shouldn’t Have to Compromise When Working With a Financial Advisor
Brought to you by FINIPEDIA If you can order groceries, stream entertainment or contact friends around the world in almost any way and at any time that’s convenient for you, why should working with your financial advisor be any different?…
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articleJune 30, 2021
Proactive Planning Can Soften Blow of Major Estate, Gift-Tax Exemption Cuts on Horizon
Due to the overwhelming response of our webinar on estate planning and proposed legislation on June 4th with the New York State Dental Association (NYSDA), we at Altfest Personal Wealth Management are issuing a three part series to help you…
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articleJune 30, 2021
Proactive Planning Can Soften Blow of Major Estate, Gift-Tax Exemption Cuts on Horizon
Due to the overwhelming response of our webinar on estate planning and proposed legislation on May 21st with the Medical Society of the State of New York (MSSNY), we at Altfest Personal Wealth Management are issuing a three part series to help you understand potential…
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articleJune 18, 2021
What are the biggest hazards for physicians in retirement planning?
Learn what you can do about longevity, inflation, investment risk and accurately valuing your practice By James Bassett, CFA, CFP Senior Financial Advisor The No. 1 concern for mid- to late-career physicians thinking about retirement? In decades of helping…
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articleJune 18, 2021
What are the biggest hazards for dentists in retirement planning?
Learn what you can do about longevity, inflation, investment risk and accurately valuing your practice By James Bassett, CFA, CFP Senior Financial Advisor The No. 1 concern for mid- to late-career dentists thinking about retirement? In decades of helping…
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articleApril 21, 2021
Lew Altfest featured in CNBC Article
CNBC recently featured Altfest Chief Executive Officer, Dr. Lewis J. Altfest, Ph.D., CFP, CFA, CPA, PFS, in a article titled, "More wealthy investors are going to cash, but millionaire bears are still in the minority." In the article, Lew discusses…
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articleApril 2, 2021
Tax Strategy for 2020 May Be as Exceptional as the Year Itself
Tax Strategy for 2020 May Be as Exceptional as the Year Itself Learn How Dentists Can Benefit from a Trying Financial Period The year we’ve just lived through will always be remembered for great disruption, loss and change. As physicians…
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