within the financial world

Income Tax News

Man of the Year

Man of the Year

He has been chosen as “M” Man of the year, eight times during his distinguished career in the financial services industry.

Article 2

Article 2

"Schwab Switching To Subscription-Based Fee In Netflix-Like Move" https://www.fa-mag.com/news/schwab-switching-to-subscription-based-fee-in-netflix-like-move-44067.html

Louis  Principal Area of Business

Louis Principal Area of Business

His principal area of business expertise includes; estate tax mitigation consulting for high income and high net worth (HNW) clients which also includes a background in pension plans and non-qualified deferred compensation programs.

Turned Down Baseball For Educations

Turned Down Baseball For Educations

Mr. Sarris was an extraordinary baseball player and signed a contract to play in the minor leagues for the Chicago White Sox, after he graduated. He never pursued the sport, as his father insisted that he become the first to attend university in their extended family...