July 20th, 2015
Double-counted income distribution raises red flags for well-informed advisor
RAMSEY, NJ (June 4, 2015) — When a client recently expressed concern about an unexpectedly high tax bill, Mark Reitsma CFP®, partner at Regency Wealth Management mentioned it to his colleague Timothy Parker CFA, and they couldn’t think of how that happened given what they know of the client. Mr. Parker, partner at Regency Wealth Management phoned the client to explore the situation and had her come in with her tax documents. Reitsma and Parker immediately spotted an error in her professionally prepared tax return. Their intervention resulted in an amended return that will save the client between $10,000 and $15,000 this year. Read the rest of this entry »
May 14th, 2015
Timothy Parker, CFA was named among the top advisors in Bergen County for 2015 by 201 Magazine. See list here.
May 12th, 2015
Regency Wealth Management is pleased to announce that Bryan D. Kabot has satisfied all of the requirements for the CFP® Board of Standards to be registered as a CERTIFIED FINANCIAL PLANNER ™ Professional. Congratulations Bryan!