Sunday, December 15, 2013

Tax Planning Strategy For 2013 With Two Experts (click to view)

ValuWalk Staff writes for ValueWalk: Tax Planning Strategy: Nothing is certain but death and taxes and what is certain this year is that taxes have gone up. Increases in the social security tax rate, Federal laws such as the Affordable Care Act and the American Taxpayer Relief Act of 2012, and stock market gains mean many Americans are facing much higher tax bills. Financial advisors Alexandra Lebenthal and Mark Cortazzo will help us minimize the pain.   This week’s guests are both experts in tax strategies. Alexandra Lebenthal is the President and CEO of Lebenthal Holdings, a boutique investment bank, as well as an asset management and wealth management firm for high net worth individuals.  It is the largest woman-owned securities underwriting firm in the business. Lebenthal is the third generation to run a Lebenthal investment firm.  Mark Cortazzo is a familiar face on WEALTHTRACK. Founder and senior partner of the now 20-plus year old wealth management firm MACRO Consulting Group, Cortazzo has been recognized as a top advisor by Barron’s Magazine for the fifth consecutive year, as well as by Worth andFortune magazines.  InvestmentNews recently identified him as a “top transformational advisor”.


Post a Comment