- The Site is maintained and operated by a third-party vendor, Citrix Systems, Inc. (the “Vendor”), a company that is not affiliated with Ingalls & Snyder, LLC (“Ingalls”). While Ingalls has selected the Vendor based on its belief that the Vendor has commercially reasonable safeguards designed to (i) ensure the security and confidentiality of any non-public information (“Information”) transmitted using the Site, (ii) protect against any anticipated threats or hazards to the security or integrity of Information transmitted using the Site and (iii) protect against unauthorized access to, or use of, Information transmitted using the Site, Ingalls does not exercise any control over the Vendor’s systems and cannot guarantee the privacy and security of any information you choose to transmit using the Site.
- Access to the Site is granted by Ingalls so that you may utilize the Service for your convenience at your sole discretion. Ingalls has no liability for any loss, claim, or other damage that results from unauthorized access to any Information transmitted using the Site. User is solely responsible for the security of Information stored locally on the User’s computer or device as well as any email account User may use to receive and send links to the Site to transmit or receive documents.
Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines.
Year-End Planning for 2024
October 2024: The Bridgehampton Group reviews what steps should be taken to assess your finances and tax liabilities ahead of year-end and best position yourself for a strong 2025.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. The Bridgehampton team reviews potential planning strategies to consider.
The Many Benefits of a 529 Savings Plan
June 2024: The 2X Wealth Group reviews why 529 Plans are an effective way to save for college if you want tax efficient investing that is easy to set up, fairly flexible, and allows other family members to participate.
Estate Planning Matters
May 2024: A thorough and specific plan is crucial to ensure your estate plan remains intact after your passing. There are four core components your plan should entail.
Is a Roth IRA Conversion Worth It?
May 2024: While Roth IRAs can potentially be a source of wealth generation, there are important points to consider before converting a traditional IRA to a Roth IRA.
Why Should You Review Your Life Insurance Regularly?
May 2024: Despite the important role life insurance plays in financial plans, people often avoid thinking about the topic. Learn why this is a mistake and life insurance must be reviewed regularly – including what a thorough review of existing plans should look like.