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.
New York, NY
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
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.