Banking & Finance Strategic IRA wealth transfer: maximizing legacy through tax-efficient planning by Ben Soccodato and Chris Kampitsis December 23, 2024
Banking & Finance The 529 – more than a college savings plan by Ben Soccodato and Chris Kampitsis September 9, 2024
Business Journals The holiday financial balancing act by Ben Soccodato and Chris Kampitsis November 25, 2023
Combined Greenburgh Town Supervisor Paul Feiner remembers Jimmy Carter by Peter Katz December 30, 2024 0 With tributes and remembrances pouring in from around the world following the death of Former President Jimmy...