Firm Communications

  • article
    article
    July 2, 2020

    How to Raise Emergency Cash Quickly Article

    July 2, 2020
    Featured in BottomLineInc's article, “How to Raise Emergency Cash Quickly,” Senior Financial Advisor, Dan Duca, CFP® shares his tips for bolstering your cash cushion in the midst of crisis, while limiting the damage on your long-term financial plans. Click here…
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  • article
    article
    June 26, 2020

    CARES Act Brings Relief, New Options for Business Owners Article

    June 26, 2020
    Easing of Retirement Plan Distributions for COVID-19 Provides Financial Alternatives The federal Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed into law in late March eased several rules to allow for 2020 emergency distributions from IRAs, employer-sponsored retirement…
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  • video
    video
    June 24, 2020

    Webinar: Maximize the Value of Your Dental Practice Post-COVID-19 Video

    June 24, 2020
    When the time comes to transition your practice, it is critical to consider all of the tax, estate and financial implications so you can enjoy peace of mind in retirement, especially in a post-pandemic world. Hear directly from the experts…
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  • video
    video
    June 15, 2020

    Webinar: Altfest Firm Leaders Panel Video

    June 15, 2020
    The June 10th Altfest Firm Leaders Panel featured insights from Altfest firm leaders on timely financial planning and investment topics, including: Key takeaways from SECURE and CARES Acts Estate planning tips for the current environment Investment challenges and opportunities in…
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  • article
    article
    June 12, 2020

    The New Paycheck Protection Flexibility Act – Key Highlights Article

    June 12, 2020
    The Paycheck Protection Flexibility Act (H.R. 7010 or “PPFA”) was signed into law on June 5, 2020 as the next phase of federal assistance for small businesses amid the COVID-19 pandemic. Although you’ll find many important changes to the Paycheck…
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  • article
    article
    May 29, 2020

    5 Things Dentists Need to Know about PPP Loan Forgiveness Article

    May 29, 2020
    On May 15, the Small Business Administration (SBA) finally released what many dentists who own a practice had been waiting for: an application and instructions for how Paycheck Protection Program (PPP) loan forgiveness will actually work. The long-awaited guidance provides…
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  • article
    article
    May 29, 2020

    5 Things Psychologists Need to Know about PPP Loan Forgiveness Article

    May 29, 2020
    On May 15, the Small Business Administration (SBA) finally released what many psychologists who own a practice had been waiting for: an application and instructions for how Paycheck Protection Program (PPP) loan forgiveness will actually work. The long-awaited guidance provides…
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  • article
    article
    May 29, 2020

    Altfest Gives Back to the Frontlines and New Yorkers in Need Article

    May 29, 2020
    As part of the firm's Altfest Giving initiative, Altfest employees have raised and donated funds to two organizations that we feel exemplify service in a moment of critical need: New York Common Pantry and Get Us PPE. Serving our clients…
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  • article
    article
    May 29, 2020

    5 Things Physicians Need to Know about PPP Loan Forgiveness Article

    May 29, 2020
    On May 15, the Small Business Administration (SBA) finally released what many physicians who own a practice had been waiting for: an application and instructions for how Paycheck Protection Program (PPP) loan forgiveness will actually work. The long-awaited guidance provides…
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