ALINE WEALTH

Watch my latest ALINE WEALTH Market Road map where I dive into: -The 3 D's: 1. Deglobalization 2. Decarbonization 3. Deficit Spending -Market Internals: Housing Sector, Valuations, S&P PE Ratio -Opportunities: Energy, European Stock, Water https://lnkd.in/g5jPrehu #marketconditions #theeconomy #inflation #debt

Wow, our 11th Annual EPI Greater New York Chapter Business Owner's Forum was incredible! A special thank you to our tremendous speakers Stephanie Link, Kerry Siggins, and Daniel T. Donnelly. We received overwhelmingly positive feedback on their impactful presentations. This event is always a great opportunity to connect and engage with business owners and educate them on strategies to help build and secure their legacies. We would also like to thank our sponsors Gabe Lengua & PKF O'Connor Davies, Robert Goldsmith & Northern Edge Advisors, and Jeffrey Muller & McCarter & English, LLP.

The path to building a successful business is rarely a straight line. Our latest guest, Kerry Siggins, overcame a series of personal and professional trials and tribulations to go from jobless to the c-suite. Kerry Siggins is the CEO of StoneAge Waterblast Tools, a fast-growing, employee-owned manufacturing and technology company based in Colorado. Kerry hosts Reflect Forward, a popular leadership podcast, and is an author, blogger, and contributor to Forbes, Entrepreneur, Authority Magazine, and BIC Magazine. She recently released her first book, The Ownership Mindset: A Handbook for Transforming Your Life and Leadership. Today, Kerry joins the show to share her experiences and how mindset and leadership can take your business to the next level. KEY TAKEAWAYS -Kerry overcame a lot, but it took a while to find footing in her career. She shares some advice for business owners getting started in their careers. -Learn the value of a collaborative leadership style and workplace environment. -Discover why CEOs and entrepreneurs should leverage coaching and mentorships for themselves and their employees. -Kerry dives into the ESOP and business exit strategy and how it can “help build the middle class from the middle out” through an ownership mindset. https://lnkd.in/ebs7d8aZ #podcast #kerrysiggins #businessowners #entrepreneurship #exitplanning

Watch our latest Market & Economic Conditions Update: -The Macro Backdrop: The inflation "toothpaste" is not easy to get back in the tube. -Opportunities & Market Internals: US Markets, International, Growth vs. Value, Valuations, and Dividend Growers. -Comprehensive Fiduciary-centric Wealth Management: More than Just the Markets. https://lnkd.in/eHn8enqU

It is well-known that Florida is one of only a handful of states without an income tax. You can potentially save thousands to millions of dollars each year if you satisfy Florida residency requirements. But if you spend summers up in the Northeast how do you establish residency in Florida for tax purposes?   Our next 'Coffee With Krav' guests are CPA Kenny Lindenbaum of EisnerAmper and estate attorney David Pratt of Proskauer Rose LLP. Ken, David, and I discussed the tax implications of changing domicile from high-tax states like New York and California to non-tax states like Florida, with a focus on the concept of domicile versus residence and the tax advantages of changing one's domicile to Florida. We also explored the complexities of tax implications for businesses operating in New York and Florida, and the residency requirements for New York State taxation.   Contact us with any additional questions at aline@alinewealth.com https://lnkd.in/eFPTTjsS

We were thrilled to host over 40 of our friends and colleagues last Thursday for our 'Elevating Your Advisory Practice with Charitable Planning' event at the Mill River Club. A huge thank you to our sponsors Armanino Fidelity Charitable® Falcon Rappaport & Berkman LLP ALINE WEALTH and our panelists Peter J. Klein Dennis Ladd Brian Crimmins Matthew E. Rappaport, Esq., LL.M. for such a great discussion on how the world of philanthropy, wealth management, estate planning and real estate can come together to enhance impact for all. Keep an eye out for more events from the The Fortez Group!

When investors consider allocating capital to commodities, they typically pause and reflect on the 1970s – the last time commodities were in vogue in the investor’s playbook. But that was then. Will commodities come back into favor? Should portfolios seeking capital appreciation with a buffer against volatility benefit from an allocation to the broad commodities sector? Read my latest ALINE WEALTH Market Roadmap: https://lnkd.in/diQ7y9iN #marketupdate #economy #commodities #realassets #inflation