Category: Estate Planning

Estate Planning

Scott Montgomery Quoted in South Florida Business Journal

Posted on February 21, 2013

Scott Montgomery was recently interviewed for an article about boomers who are returning to the workplace or launching new careers. The feature ran in a special section of South Florida Business Journal titled, “The Business of Aging.” Scott shared the example of a client who is well-employed but has been purchasing rental properties for future […]

Tax Certainty Improves, but the ‘Fiscal Cliff’ Debate Isn’t Over

Posted on January 16, 2013

President Obama signed into law a Congressional bill called the American Taxpayer Relief Act that will mean increased taxes for many taxpayers but prevented steeper increases while delaying debate on fiscal issues that could rock the economy. The newfound tax certainty under the American Taxpayer Relief Act was a welcome holiday-season gift. But political fights […]

Financial Services and the CPA – A Guaranteed Path To Success by Richard Berkowitz

Posted on January 02, 2013 by Richard Berkowitz

By Richard A. Berkowitz, JD, CPA; Managing Director, Berkowitz Pollack Brant; Chairman, Provenance Wealth Advisors Paradigm shifts in the delivery of financial services and products has opened up enormous opportunities for CPAs to take their rightful place as principal financial advisors to their clients. The remaining large brokerage houses continue to require large production minimums […]

The Five Most Common Mistakes Made in an Estate Plan by Scott Montgomery

Posted on July 27, 2012

By Scott Montgomery, CLU, ChFC Physicians and medical professionals with complicated financial lives often make a valiant attempt to get things in order in an effort to protect their families. Unfortunately, good intentions are not enough and people make the same common mistakes. Many of these issues arise because they do not take a holistic […]

The Time to Buy Real Estate by John Ebenger

Posted on May 09, 2012

By John G. Ebenger, Director of Real Estate Tax Services For the sophisticated rental real estate buyer, the standard measurements for real estate investments include rate of return, risk, financial independence, cash flow and equity growth. For many first-time investors the primary concern is income generation or stated in the simplest of terms, cash flow. Income […]