Kathy Nalywajko

As 2024 draws to a close, now is the time for investors to review their tax strategy. This year is especially important, as new legislation could materially change tax laws. BNY shares eight ways investors can reduce their tax burden for this year.

As a family business, not only do we treat our team members like family - but our clients become family as well. We understand how important your business is to you, and our team will always respect it as if it were our own. Learn more about our team and our approach to business today at https://lnkd.in/eqkCPAgJ. #AlloySilverstein #business #familybusiness #family #accounting #accountant #testimonial #team

🎧How do you begin the practice of investing if you're new to it? Let’s start with the basics: https://lnkd.in/dvt--QcH

Learn about the fiduciary duties of a trustee, and how acting in their beneficiary's best interest is essential to the work they do:

For clients in high marginal tax brackets, municipal bonds can be an attractive alternative to corporate bonds due to the potential tax advantages. Additionally, municipal bonds have a history of lower default rates compared to corporate debt. It's important to consult with a financial advisor to determine the appropriate bond exposure for your individual financial goals and risk tolerance.

Predictable cash flow allows for better planning, investment, and decision-making. Unforeseen fluctuations can disrupt operations, hinder growth, and even jeopardize the survival of a business.

Did you know that the most common IRA and Retirement Plan mistake is the failure to keep your Beneficiary Designations up to date? Reach out today to discuss your retirement plans.

Did you know that the most common IRA and Retirement Plan mistake is the failure to keep your Beneficiary Designations up to date? Reach out today to discuss your retirement plans.

Did you know that the most common IRA and Retirement Plan mistake is the failure to keep your Beneficiary Designations up to date? Reach out today to discuss your retirement plans.

Are you aware of the potential IRS changes in 2025. The latest Finance Hound column explains the new retirement contribution limits for this coming year and ways to maximize on your savings: https://lnkd.in/e9yg5X4P

Planning your future can seem overwhelming and confusing, but you don't have to do it alone! We are here to offer you honest and thoughtful guidance to help you pursue your goals with confidence and clarity. Book a Q&A call with us to get started.

Private market growth in recent years has been remarkable. Bernstein experts think there's more to come. Learn more in the mid-year outlook:

🎧When you're new to budgeting, it's hard to know how to get started. In this podcast, Bill and Anastasia provide insight into how to approach budgeting if you're new to the practice or offer a refresher for more experienced budgeters. Listen in today!