May 1, 2020
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Jay Guyer April 27, 2020
If you inherit money or property upon the death of a loved one, you may be expected to pay inheritance tax on your new assets. Find out which states have an inheritance tax and if you have to pay.
Michael Repak April 3, 2020
On March 27, 2020, President Trump signed into law the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) to help provide financial stability and relief for individuals, investors, and business owners affected by COVID-19.
Michael Repak March 27, 2020
New tax payment deadline for 2019 Federal tax filing resulting from Covid-19.
Michael Repak January 10, 2020
The tax rule changes enacted as part of the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, will persuade financial planners and clients to take a fresh look at IRAs in estate plans.
Michael Repak November 21, 2019
Senior Estate Planner Mike Repak discusses various techniques to navigate around the wash sale rule.
Michael Repak November 20, 2019
Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.
Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.
November 20, 2019
Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Martin Schamis September 23, 2019
The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017, introducing fundamental changes to the Federal tax landscape for both individuals and businesses.
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
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