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articleApril 21, 2021Lew 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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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 Physicians 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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videoMarch 25, 2021Karen Altfest in Conversation with Wendy Longwood of Dress for Success
Recently, Karen Altfest was in conversation with Wendy Longwood, COO of Dress for Success in honor of Women's History Month. Wendy is a very accomplished woman who believes in nonprofits and helping other women advance in their careers. Dress for Success…
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award-recognitionMarch 19, 2021Lew Altfest Ranks in Top 50 on Barron’s Top 1,200 Financial Advisors for 2021
We're proud to announce that Lew Altfest Ph.D., CFP®, CFA, CPA, PFS again has ranked high on Barron's Top 1,200 Financial Advisors in the country. This is Lew's eighth time on Barron's largest and most comprehensive list of advisors based…
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award-recognitionMarch 15, 2021
Karen Altfest named to Crain’s New York Business 2021 Notable Women on Wall Street
Crain’s New York Business has acknowledged Karen C. Altfest, Ph.D., CFP® as a notable woman on Wall Street. This is Karen’s fourth time being recognized by Crain’s. With over thirty years in the industry, Karen has made a profound impact…
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award-recognitionFebruary 23, 2021
Andrew Altfest named to 2021 “Best-In-State Wealth Advisors” by Forbes
Altfest is proud to announce that Andrew Altfest, CFP®, MBA has been named to Forbes 2021 “Best-In-State Wealth Advisor” rankings. In addition to being the President of Altfest, Andrew is also the Founder and CEO of fintech company FP Alpha,…
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award-recognitionFebruary 23, 2021
Forbes ranks Karen Altfest in Top 20 “Best-In-State Wealth Advisors” for 2021
Altfest is excited to announce that Karen C. Altfest, CFP®, Ph.D. has been named to the top 20 of “Best-In-State Wealth Advisors” by Forbes. With over thirty years of experience, Karen has made her mark in financial services by dedicating…
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articleFebruary 19, 2021
Can You Take the Pandemic Employee Retention Tax Credit?
Can You Take the Pandemic Employee Retention Tax Credit? New Rules May Make Your Practice Eligible, Even If You Took a PPP Loan An additional aspect of federal COVID relief recently became available for the first time to some…
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