Upcoming events
New Tax Rules for Doctors - 2026 Edition
Brace yourself: the recent tax code changes could dramatically shift your financial landscape in 2026.
Join Altfest advisors for a no-nonsense briefing on how these regulatory shifts could upend:
• Your opportunities for tax reduction
• The profitability of your practice
• Your family’s generational wealth trajectory
• Strategies around dependent care accounts
• The impact on planned charitable giving
Register Here
Since 1983, Altfest advisors have taken a holistic and comprehensive approach to wealth management, by combining investment oversight and detailed financial planning to each and every client.
In this webinar we'll provide a rundown of the many critical areas of financial planning that other advisors may not optimize for healthcare professionals:
• Critical timing for retirement tasks
• Key considerations at every stage of life
Join Altfest for a deep dive into strategies designed to optimize retirement success.
Whether you're just starting to think about retirement or you're already enjoying your Golden Years, having a game plan is essential. Get an exclusive look at Altfest's retirement strategies.
• How do I decide when is the best time to retire?
• When should I start taking distributions from my retirement accounts?
• What is the best age to start taking social security benefits?
• How do I ensure I don't outlive my savings?
Advocating for the orthopaedic surgeon, patients and musculoskeletal health in New York.
info@nyssos.org 1-518-439-0000 Address: PO Box 38004, Albany, NY 12203