Tag: high-net-worth
Tax attorney to high net worth clients, Allie Petrova, warns about new IRS tactics against taxpayers in 2024
eNewsChannels NEWS: -- It is official now: The Internal Revenue Service is going after high-income taxpayers who need to be filing returns, reporting income, and coming to terms with overdue taxes, penalties, and interest, cautions renowned tax attorney and national speaker Allie Petrova, founder of Petrova Law PLLC, a premier tax resolution law firm.
Alyssa Gelper Joins KF Advisors as a Managing Director, Senior Advisor, in New York
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
EPIC Select and Morgan Stanley Team Up for Sports and Entertainment Insurance
eNewsChannels NEWS: -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.
Klingenstein Fields Wealth Advisors launches new brand to serve high-net-worth clients
NEWS: Klingenstein, Fields and Co., L.L.C. today is now operating as 'Klingenstein Fields Wealth Advisors' as part of a recent rebranding initiative. The new brand highlights the firm's integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.
