Elena Ladygina, CFP®, a Withum Wealth advisor hosted a Florida Residency education event in Red Bank, NJ on May 21st, 2019.
May 29, 2019
The seminar featured Barry Horowitz, CPA (Withum, Tax Partner), Ted Nappi, CPA/PFS, CSEP MST (Withum, Tax Partner), Alvan L Bobrow, Esq. (Akerman LLP, Partner). Throughout the presentation, Avoiding the Pitfalls of Establishing Florida Residency and Allocation Rules, guests were able to learn key guidelines for claiming Florida Residency. Barry Horowitz, the keynote speaker, recently gave an interview on CBS Local News in which he gave an abridged version of the presentation delivered at the event. Click here to view the interview
Important Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Withum Wealth Management. [“WWM”] ), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article/newsletter serves as the receipt of, or as a substitute for, personalized investment advice from WWM. Please remember to contact WWM in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. WWM is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the WWM current written disclosure statement discussing our advisory services and fees is available for review upon request.
On this day when luck is often sought, Withum Wealth Management prefers to create our own - by being diligent and always taking a disciplined approach to protecting our client’s assets.
Markets experienced sudden volatility this week with news that one of the larger, niche banks in the country, Silicon Valley Bank was having liquidity issues.
