Tag: high-net-worth
Tax attorney to millionaires, Allie Petrova, warns about new IRS tactics against taxpayers
GREENSBORO, N.C., March 12, 2024 (SEND2PRESS NEWSWIRE) -- It is official now: The Internal Revenue Service is going after high-income taxpayers who need to be filing returns, reporting income, and coming to terms with overdue taxes, penalties, and interest, cautions renowned tax attorney and national speaker Allie Petrova, founder of Petrova Law PLLC, a premier tax resolution law firm.
Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York
NEW YORK, N.Y., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance
NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.
Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors
NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) -- Klingenstein, Fields and Co., L.L.C. today is now operating as 'Klingenstein Fields Wealth Advisors' as part of a recent rebranding initiative. The new brand highlights the firm's integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.
