tax services

Adams, Nancy L., MS, CPA Adelman Katz & Mond LLP

Nancy’s grasp of business, technical and monetary issues, combined with her genuine enjoyment of personal interaction, has helped her clients get – and stay – on firm financial footing for nearly three decades. She works with a wide range of closely-held businesses in a variety of capacities, from providing straightforward tax services to serving as outsourced controller or chief financial officer. Over the years, she has developed particular expertise in helping filmmakers and production companies with the nuanced accounting work required once production is complete. She also has deep experience in the emerging area of accounting and financial planning for same sex married couples. Prior to joining AKM, Nancy was partner in the firm Adams & Salter, CPAs, PC. She previously worked with Deloitte & Touche, LLP. Nancy serves as treasurer of the Dr. Elmer A. Lindsey Memorial Center, Inc., a nonprofit organization aimed at meeting health needs during Fire Island’s summer season. She and her wife, Susan split their time between Manhattan, Santa Fe, NM and Cherry Grove, LI. In her free time, Nancy enjoys bicycling, reading (especially science fiction) and sports.

akmcpa.com
212-382-0404
New York
New York Life/NYLIFE Securities – Marlon J. Altoe
420 Lexington Avenue, 15th Floor
New York, NY
10170

I opened my own financial practice through New York Life / NYLIFE Securities because I believe that everyone can and should take control of their financial destiny. I listen to my clients’ needs, offer simple answers to complex financial questions, and help them thrive by developing sound financial strategies.

My services include:

Financial and insurance planning

Tax diversification and reduction strategies

Non-qualified executive benefit strategies

Estate tax mitigation

Wealth transfer and distribution strategies

Business protection and succession

Enhancing executive and employees’ benefits, often at no direct cost to e business

Setting up qualified and nonqualified workplace retirement plans

Charitable planning

I am an associate member of the New York State Society of CPAs (NYSSCPA), where I sit on the Business Exit and Succession Planning, Trust and Estates Administration, and Estate Planning Committees.

I am authorized to offer AARP-branded products and services. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Visit my website and follow me on Facebook (www.facebook.com/marlonjaltoe), where I share helpful tips and updates.

newyorklife.com/agent/maltoe
646-227-8605
New York
702 Promerose Avenue
Monrovia, CA
91016

Our mission is to provide lifetime security, taking advantage of beneficial tax planning and the prudent use of savings, insurance and a diversified investment portfolio.

http://www.mesawyer.net/mesawyer.aspx
626-357-9670
Monrovia