Limited deduction rubs SALT into taxpayer wounds

February 8, 2019 InvestmentNews by Marc Schoeff Jr.   Financial advisers bear bad news related to the state and local tax deduction that could surprise clients Financial advisers and accountants for people who live in high-tax states will be delivering a difficult message over the next few weeks: You’ll pay more in taxes. The reason for the increase is a …

Advisers use tax planning as a hook to find more clients

March 9, 2018 InvestmentNews by Jeff Benjamin Most tax professionals will acknowledge that the eight weeks leading up to April 15 is the most exhausting time of year. But some financial advisers are still willing to jump into the grind of tax season because it represents a near-certain gateway to a sturdier and more diversified planning business. “I refer to this time …

2017 Investment News 40 Under 40 Award Winner: Megan Rindskopf

June 19, 2017 Congratulations to Megan Rindskopf Lokitis on being named to Investment News’ 40 Under 40 for 2017.  Megan is such an important part of Alpha Financial and we are thrilled that she has received this recognition for her hard work and contributions to Alpha Financial and the financial planning profession. http://www.investmentnews.com/section/40-under-40/2017/profile/33/Megan-Rindskopf   See Important Disclosure Information