Physician's Wealth Manager

A Tax Plan for Uncertain Times
Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Tuesday, November 30th 2010
As the New Year approaches, it’s more important than ever to monitor the debate over federal tax policy, be proactive in developing tax and investment strategies that are suited for today’s changing tax environment, and work with professional advisors to ensure you don’t pay more taxes than you should.

AUTHOR BIO

Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Westwood,NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management. Mr. Orecchio can be reached at TomO@ModeraWealth.com.

BLOG INFORMATION

Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.