News and Commentary

Relatable Finance Podcast Episode 150: Progression Towards Company Exits

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Posted on July 15, 2024 by

Welcome to today’s episode, where the South Florida relatable finance guys discuss the fascinating world of company growth and monetization. It’s rare for a company to grow entirely on its own to become a large, publicly traded entity. More often, founders look to monetize their investment at some point, and private equity (PE) plays a […]

Do Foreign Persons Have U.S. Estate Tax Responsibilities? By Melvin Perez, CFP®

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Posted on July 09, 2024 by Melvin Perez

It is no secret that the U.S. tax code is complicated. For foreign persons, compliance with U.S. tax laws is particularly onerous, especially when considering that different rules apply for income and estate tax purposes, and neither depends on an individual’s immigration status. For income tax purposes, the U.S. presumes foreign persons to be nonresident […]

Managing Interest Rate Risk with Bond Ladders By Todd A. Moll, CFP®, CFA

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Posted on June 25, 2024 by Todd Moll

Bonds are an important component of diversified portfolios because they offer investors predictable returns and reliable cash flow without the volatility of the public equity markets. However, this is not to say that bonds are not subject to risks. They are, especially in times of rising interest rates. The good news is you can mitigate […]

Provenance Wealth Advisors Ranked As Accounting Today’s Top Firms by AUM Wealth Magnets

Posted on June 13, 2024

FT. LAUDERDALE, FL, June 10, 2024 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement. Provenance Wealth Advisors had $3.88 billion in assets under […]

Relatable Finance Podcast Episode 148: From Start Up to Going Public

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Posted on June 10, 2024 by

In today’s episode, “From Start-Up to Going Public,” the relatable finance guys explore the dynamic journey of businesses transforming from small start-ups to major players on the stock exchange. Join in as they delve into the different stages that can help a company grow and achieve this remarkable milestone. While not all paths are identical, […]

Mega Backdoor Roths Can Turbo-Charge Retirement Savings By Sean Deviney, CFP®*

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Posted on June 06, 2024 by Sean Deviney

Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may be able to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to benefit from tax-free distributions in retirement. For […]

Relatable Finance Podcast Episode 147: The Ever-Increasing National Debt

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Posted on May 27, 2024 by

In this episode, relatable finance guys discuss something that affects every American: the United States national debt. Listen as they discuss where the national debt currently stands, explore the factors that have contributed to its rise, and consider the potential impacts on our economy and everyday lives.

Why your Insurance Policies Need Regular Check-Ups By Scott Montgomery

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Posted on May 22, 2024 by Scott Montgomery

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies keep up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase insurance […]

Relatable Finance Podcast Episode 146: Upcoming Federal Reserve Policy Decisions

Posted on May 13, 2024

Dive into the complexities of the Federal Reserve’s delicate balancing act with the South Florida Relatable Finance guys.  Despite expectations of interest rate cuts, the resilient economy and the approaching presidential election add layers of complexity to the Fed’s decisions, as they do not want to be viewed as impacting elections. Join us as we […]

Employer-Sponsored Retirement Plans Face Reporting, Audit Criteria Changes this Year By Olga Ismail

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Posted on May 08, 2024 by Olga Ismail

In 2023, the U.S. Department of Labor, Internal Revenue Service and Pension Benefit Guaranty Corporation issued final changes to how retirement plan sponsors must annually report critical information about their employee benefit plans under the Secure Act that was passed into law in 2021. These updates apply to employers’ annual reporting obligations for the 2023 […]

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