As a high-net worth individual, you need customized professional services with an elevated level of personal attention. For more than 40 years, we have cultivated a reputation for attentive service, wise advice, and a professional demeanor that stimulates client confidence. From sophisticated planning to routine bill paying, our private client services group is uniquely positioned to provide a complete range of planning and compliance services to families and family offices.
Our team approach is what sets us apart. We recognize that sophisticated clients have relationships with numerous professional advisors. We value these third party relationships and believe that your best interests are served by working with a collaborative team. Our private client services group does not have product to sell, no commission to earn and no fees for assets under management.
Hosted at UHY LLP
Tuesday November 7 2017 | 7:00AM—9:30AM
UHY Advisors and UHY LLP (“UHY”) announced that they will add to their portfolio in the Northeast with the acquisition of the professional services firm Pratesi, Salemi & Company LLC and the valuation firm Brentmore Valuation Advisors, located in West Hartford, Connecticut. Both firms will operate under the UHY banner effective November 4, 2016.
Hosted at Albany Institute of History & Art |
Tuesday October 31 2017 | 8:00AM—10:00AM
Hosted at the Detroit Athletic Club
Thursday October 26 2017 | 7:30AM—11:30AM
The IRS had twice extended the time period to submit paperwork for employers to claim the Work Opportunity Tax Credit (WOTC) for qualified employees hired between the dates of Jan. 1, 2015 and Aug. 31, 2016. The extended due date for the submission of WOTC paperwork is Sept. 28, 2016.