News
Estate Planning: Securing Your Legacy for the Future
Estate planning is critical for high-net-worth individuals and family offices to protect their assets and ensure a smooth wealth transfer to the next generation. Whether your…
Read More
How to Reduce the Burden of IRA Required Minimum Distributions
Required minimum distributions (RMDs) from traditional IRAs and 401(k)s often become a significant tax burden during retirement. As the percentage of your IRA that must be…
Read More
How the New Tax Bill Impacts Estate Planning: Q&A with Jim Toto, CPA
The One Big Beautiful Bill (OBBB) brings a wave of changes that could significantly alter the estate planning landscape—especially for high-net-worth individuals. At FLSV, we believe…
Read MoreContact Us
Garden City Office
1475 Franklin Avenue, Garden City, NY 11530
(516) 874-8800
West Palm Beach Office
777 S. Flagler Drive, East Tower, Suite 225
West Palm Beach, FL 33401 (561) 567-7900
West Palm Beach, FL 33401 (561) 567-7900
Seattle Office
Affiliated Office: Seattle, WA
(206) 275-4600