Areas of expertise include:
- Asset allocation management among taxable and tax-deferred accounts
- Withdrawal strategies from taxable and tax-deferred accounts
- Tax strategies for concentrated investment holdings
- Planning for low and no basis investments
- Coordination of capital gain recognition
- ROTH IRA conversions
- Tax effective gifting strategies
- Estate, gift and generation skipping tax planning
- Social security optimization
- State and local tax planning
Professionals
Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer
James Pellino, CPA
Chief Operating Officer