Search by Tag: Estate Planning


848 total news stories found.


David Blair of QuadCap Wealth Management Explains Bond Ladders Part II

2013-06-14 | David Blair and QuadCap Wealth Management explain the benefits of bond ladders (part II).


Samir Goradia Inducted into Worldwide Who's Who for Excellence in Insurance Consulting

2013-06-13 | Samir Goradia graduated valedictorian of his class at New York University


Samir Madhu Goradia Inducted into Worldwide Who's Who for Excellence in Insurance Consulting

2013-06-06 | Samir Madhu Goradia graduated valedictorian of his class at New York University


Martin Karcz Recognized by Worldwide Who's Who for Excellence in Wealth Management

2013-06-01 | Mr. Karcz uses his financial acumen to effectively manage personal and corporate wealth


Long Island Organizations Turn to Law Firm for Professional Speakers

2013-05-14 | Need a professional speaker for an event? Roe Taroff Taitz and Portman Attorneys available to provide perspective, guidance, thoughtful commentary as speakers, panelists.


Aphronze Architects Designs the Wanbo Shopping Center in Guangzhou China for Jiachuang Group

2013-05-01 | Aphronze Architectural Design UK Ltd. has been awarded the design of the 280,000 square meter Wanbo commercial shopping complex project in Guangzhou, China.


Roe Taroff Taitz and Portman ID Eight Estate Planning Myths

2013-04-16 | Long Island Law Firm Warns about Common Misconceptions that can Cause Estate Errors


Robert Tuzzo Joins Jazz Arts Project Board of Directors

2013-04-13 | The Red Bank, New Jersey Jazz Arts Project has named long-time supporter and financial services expert Robert J. Tuzzo to its Board of Directors.


ExecPlan Express Financial Planning Software is One of the First Personal Finance Tools Available for Consumers and Financial Advisors to Incorporate All the New Tax Law Changes for 2012 and 2013

2013-03-08 | With 30 years of expertise in providing financial and retirement planning software for tax and financial advisors, the 2013 version of ExecPlan Express will include new enhancements and all of the changes in the newly adopted ATRA for 2012.


Roe Taroff Taitz and Portman Announce Business Property Checklist

2013-02-19 | Long Island law firm offers guidance for business owners making business real estate decisions.


Michelle L. Ash Earns Chartered Advisor For Senior Living (CASL) Designation

2013-02-10 | Michelle L. Ash, Managing Partner, Paragon Wealth Strategies, LLC, has earned the Chartered Advisor for Senior Living" (CASL) professional designation from The American College, Bryn Mawr, PA.


Atlanta Attorney/CPA Files Lawsuit Challenging PTIN User Fees

2013-01-28 | The article summarizes a lawsuit that was filed today via Fed Ex overnight mail, meaning the actual filing date should be tomorrow


Roe Taroff Taitz and Portman Notes Four Ways to Know it's Time to Call a Lawyer

2013-01-22 | Long Island Law Firm Helps Business Owners and Executives Know When it Might Be Time to Seek Professional Counsel


Roe Taroff Taitz and Portman Warns Small Business Owners to Be Careful Not to Take Secrets to the Grave

2012-12-18 | Long Island law firm says too many small business owners keep passwords, account numbers and contacts to themselves until it's too late; proper estate planning is key for small business owners.


Tampa Area Company Provides One-Stop Shop for Investments, Financial Planning, Estate Planning, Insurance and Tax Services

2012-11-20 | F.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services.


Roe Taroff Taitz and Portman Identify Seven Courtroom Secrets Every Executive Should Know

2012-11-13 | Long Island law firm says preparation and listening are keys to success in the courtroom.


Roe Taroff Taitz and Portman Offers Top Tips to Avoid Contract Conundrums

2012-10-02 | Long Island law firm says most contract conflicts due to poor communication and misunderstanding of terms.


Elliott M. Portman Named a Fellow of Litigation Counsel of America

2012-09-11 | Roe Taroff Taitz and Portman Partner Joins Elite Trial Lawyer Honorary Society


Camp Pa-Qua-Tuck Fundraiser Honors Roe Taroff Taitz and Portman Partner

2012-08-15 | Rotary Club of Patchogue to Honor Steven Taitz at 43rd Annual Fuoco Memorial Golf Festival Benefiting the Children of Camp Pa-Qua-Tuck; Thursday, September 20, 2012 at Bellport Country Club, Bellport, NY


Best Tax Strategies In Divorce Discussed by Seattle Divorce Lawyers at Tsai Law Company

2012-08-06 | There are many tax implications in divorce that your attorney should be aware of associated with the treatment of property and debt division, spousal maintenance, child support, and attorney's fees.


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