Offit Advisors News Today

Old rules of thumb on spending are being tested by the tough economy and soaring rents.

Sparks Glencoe (PRWEB) March 21, 2022 -- Ann and Steven Hoover of Cornerstone Investment Advisors have joined with Offit Advisors as of January 1, 2022.

After a year of double-digit stock market returns, it may be time for some portfolio rebalancing. Here’s what investors need to know before making changes.

Advisors Dealing With A Flood Of Tax Anxiety Financial advisors are finding many of their clients worried about their future tax liabilities. Talk of pending tax increases has some advisors busy with clients who are anxious to plan now. Much of the focus lately has been on companies because of President Joe Biden’s latest proposal that includes infrastructure spending and corporate taxes through undoing some of the Trump administration’s tax cuts. Top earners and asset-holders have also bee...

WKBT April 8, 2021 8:48 AM Brian OConnell - Forbes Advisor Posted: Updated: April 10, 2021 6:08 AM A CPA, or certified public accountant, is a highly trained financial professional specializing in accounting. Though many people associate CPAs solely with tax preparation, they perform a wide variety of financial-related tasks, from financial reporting to audit work and forensic research. CPA Requirements The requirements to become a CPA vary state by state. Generally speaking, though, ...