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Heeding tax winds, advisers chart new financial tactics for clients


Heeding tax winds, advisers chart new financial tactics for clients
Tax planning has become an urgent topic following President Joe Biden s proposal aimed at high earners and wealthy investors.
May 10, 2021
7
MINS
Potential higher levies on ordinary income, capitals gains and estates have revved up financial planning discussions, turning tax strategies into almost an obsession for investment advisers and their clients.
“It’s a conversation we have in every meeting,” said Karen DeRose, managing partner at DeRose Financial Planning Group.  
Advisers are engaging clients on the possible implications of President Joe Biden’s tax proposals that aim to collect more from companies, high earners and wealthy Americans to cover $4 trillion in human and physical infrastructure investments.  ....

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Support during pandemic helps DeSilva Jr. win Dealer of the Year honor


Support during pandemic helps DeSilva Jr. win Dealer of the Year honor
Rick DeSilva Jr. is the 2021 TIME Dealer of the Year. Photo courtesy of Ally Financial.
Wednesday, Feb. 10, 2021, 04:11 PM
By Auto Remarketing Staff
DETROIT - 
As vice president of the Mahwah Board of Education, Rick DeSilva Jr. helped in the planning of bringing students and staff back to school safely during the COVID-19 pandemic.
DeSilva is owner of Liberty Subaru in Emerson, N.J., and for his community stewardship during a time of crisis,
TIME and Ally Financial have recognized him as the 2021
TIME Dealer of the Year.
The recognition came at the NADA Show, and ....

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New Jersey auto dealer Rick DeSilva Jr. named 2021 TIME Dealer of the Year


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DETROIT, Feb. 9, 2021 /PRNewswire/  In recognition of outstanding community stewardship during a time of crisis, Rick DeSilva Jr., owner of  Liberty Subaru in Emerson, New Jersey, was announced as the 2021 TIME Dealer of the Year by leaders from TIME and Ally Financial at the 104
th National Automotive Dealers Association Show.
2021 TIME Dealer of the Year - Rick DeSilva Jr., owner of Liberty Subaru in Emerson, N.J., was named the 2021 TIME Dealer of the Year in recognition of outstanding community and business leadership.
The New Jersey-area dealer s ongoing charitable work, particularly during the unprecedented challenges of the past year, earned DeSilva the most prestigious award in the automotive dealer industry. Among DeSilva s most recent community service efforts was his involvement as vice president of the Mahwah Board of Education in the planning of safely bringing students and staff back to school during the CO ....

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