Levy and Fiore to Speak at IPI’s Fall Forum
The Institute for Private Investors (IPI) provides innovative educational and networking resources to families with substantial assets and their advisors. IPI seeks to change the way investors work with advisors, and advisors work with investors, for the benefit of both. This year’s New York fall forum will be held at the Metropolitan Club.
Andersen Tax’s Managing Directors Adam Levy and Carl Fiore will lead a titled breakout session, “Integrating Your Tax and Investment Plans.” For private investors, tax is an intricate part of portfolio risk yet it is rarely discussed by investment managers. This session provides insight critical to taxable investors.
- Asset allocation with tax considerations
- Properly assessing fund returns
- Update on current tax issues
Adam Levy leads the Andersen Tax Investment Consulting Services practice in the New York office, providing comprehensive investment consulting and wealth management services to high net worth individuals, corporate executives and family business owners. Adam is a CFA Charter holder and Certified Financial Planner. He has significant experience advising clients on issues relating to Investment Consulting, Financial Planning and Retirement Planning. Adam serves on the Andersen Tax Investment Committee and is an active member of the firm’s Newsletter, 401(K) and Training committees. Prior to joining Andersen Tax, Adam was a senior consultant at EY where he served on the firm’s investment advisory team. Adam develops investment plans for individuals and families to meet their specific goals and objectives.
Carl Fiore has significant experience with tax and financial matters affecting entrepreneurs, executives and other high net worth individuals. He has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning. Carl’s primary practice areas are gift and estate planning as well as fiduciary income tax. He also has experience in federal and state income tax consulting and compliance for individuals, partnerships, fiduciaries, estates, corporations and private foundations. Carl is a lead member of the firm’s estate planning group, which has extensive experience in serving the estate, gift, and fiduciary tax consulting and compliance needs of corporate and private trustees as well as individuals. Carl has also been published in Trusts & Estates.
October 6-7, 2015
New York, NY