Firm Communications
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articleAugust 11, 2021New York State Society of Orthopaedic Surgeons Selects Altfest as its Preferred Wealth Management Education Provider
Altfest Personal Wealth Management is pleased to announce the New York State Society of Orthopaedic Surgeons (NYSSOS) has selected it to be the preferred wealth management education provider for its members. NYSSOS is the premier organization representing the orthopaedic community…
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articleAugust 11, 2021
Proactive Planning Can Soften Blow of Major Estate, Gift-Tax Exemption Cuts on Horizon
Due to the number of questions posed by our clients regarding estate planning and proposed legislation, we at Altfest Personal Wealth Management are issuing an article to help you understand potential changes and evaluate your estate planning. While nothing has…
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articleAugust 3, 2021
Planning NOW for Greater Estate Tax Exposure…+ NY’s Estate Tax Cliff
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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articleAugust 3, 2021
Planning NOW for Greater Estate Tax Exposure…+ NY’s Estate Tax Cliff
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 30, 2021
CNBC: Why wealthy investors remain bullish on market and tech stocks in particular
Published Tuesday, July 27, 2021 | CNBC.com KEY POINTS The recent 900-point Dow Jones Industrial Average drop seems like a blip as the stock market quickly reached a new record, but market jitters were back on Tuesday with the Nasdaq…
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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 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…
READ MORE
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