Enhance Your Portfolio and Minimize Taxes

Chris Eck, CPA, and Karl Mergenthaler, CFA, will provide specific, actionable ideas to improve your financial situation and prepare for the tax season. Mutual fund capital gain distributions can catch you off guard. State and local tax deductions do not go as far as they used to. Interest and dividends can increase your taxable income. The 2017 tax changes created various challenges and opportunities. The actions you take now, before year end, could add up to significant tax savings. Plan ahead so that you don’t get surprised next April. Register online.

Chris Eck is a Certified Public Accountant located in Stamford, CT. He received his Bachelors in Accounting from Sacred Heart University in 2007. Chris is also a Certified Forensic Accountant since 2013 and works on both the audit and tax sides of the practice. Chris started with the firm as a senior accountant in 2011 and became a partner in 2016. Chris works with individuals, small to mid sized corporations and partnerships, startups, trusts, estate and non-profits helping with tax planning, tax prep, IRS defense support and audit and accounting services.

Karl Mergenthaler, CFA, is a financial advisor in the Westport office of Morgan Stanley. In his 20+ years of experience in financial services, Karl has worked with some of the most sophisticated investors in the world. Karl holds an MBA from Columbia Business School, where he is currently an Adjunct Professor. Also, Karl has earned the Chartered Financial Analyst designation. Karl works with a number of high net worth individuals, family-owned businesses, and non-profits.