Many business owners invest deeply in their businesses, and when the time comes to transition, whether to retire, start something new, or hand over the reins, the process can be complex. Two professionals at Fragasso, Christi Robinette, CFP?, CPWA?, CEPA? and Bryan Reft, CFP?, CEPA, MBA have recently earned the Certified Exit Planning Advisor (CEPA) designation, which better equips them to help business owners plan and execute successful exits. This certification, offered by the Exit Planning Institute (EPI), enhances the advisor’s ability to engage with business owners, focusing on building company value, aligning personal goals, and considering all aspects—financial, emotional, and operational—of the transition process. In this Q&A, we’ll provide a comprehensive overview of the certification and how it can ultimately help benefit our clients.
Fragasso Financial Advisors
金融服务
Pittsburgh，PA 1,355 位关注者
We guide. For life.? Investment advice offered by investment advisor representatives through Fragasso Financial Advisors
关于我们
Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. We are primarily a fee-based investment management firm. Our clients consist of individuals, families, business owners, corporations, non-profits and endowments. We assist our clients with a variety of financial planning services, including: retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning and long term care planning. Providing the deep resources of a large firm while maintaining a total focus on the unique needs of clients and their families has always been a critical part of the mission that Chairman and Chief Executive Officer, Bob Fragasso, had in mind from the beginning. Fragasso Financial Advisors employs approximately fifty professionals with 5 offices which are located in downtown Pittsburgh, Beaver, McMurray, Wexford, and at the Shoppes at Cool Springs. ____ Investment advisory products and services offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services, Member of FINRA and SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.
- 网站
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https://www.fragassoadvisors.com
Fragasso Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Pittsburgh，PA
- 类型
- 私人持股
- 创立
- 1972
- 领域
- investment management、retirement、estate、financial planning、wealth management、long-term care planning、nonprofit asset management和retirement plan advisors
地点
Fragasso Financial Advisors员工
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Jim Sinegal
Senior Investment Analyst at Fragasso Financial Advisors
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T.J. Drost CFP? CAP ?CFS? AIF?
Vice President, Institutional Assets Manager at Fragasso Financial Advisors
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Daniel Dingus CFP?, MBA, AIF?
President, Executive Director of Portfolio Management at Fragasso Financial Advisors
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Christine Erimias
Chief Financial Officer
动态
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Congratulations to our President Daniel Dingus CFP?, MBA, AIF? for being recognized by The Brashear Association, Inc. with the Outstanding Board Service Award for 2024! Our hats off to Dan, The Brashear Association, their staff and volunteers for the wonderful work they do for South Pittsburgh communities.
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Transitioning or selling a business can be a complex process. Learn more about Certified Exit Planning Advisors (CEPA) and how they can help accelerate the value of your business. Exit Planning Institute #successionplanning #financialplanningforbusinessowners
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"We have seen an unprecedented amount of changes in tax law over the past 5 years. With so many changes diligence is required to make favorable planning decisions that consider tax ramifications now and into the future." In his latest blog, Senior Vice President, Brandon Schwan, CFP?, CPWA? Schwan, discusses the changing tax laws and his views on how Roth IRA conversions present an opportunity for tax diversification.
Capitalize on Everchanging Tax Laws: Roth IRA Conversions and Planning Opportunities
https://www.fragassoadvisors.com
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Our Financial Planning Assistant,?Amila Kostic, goes in depth about the newly refined inherited IRA rules, along with?the differences between designated and non-designated beneficiaries and changes to be aware of to properly plan inherited IRAs.
Understanding the New IRA Rules for Beneficiaries
https://www.fragassoadvisors.com
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In case you missed it, the IRS released the new contribution limits for 2025, including the higher catch-up contribution for individuals age 60-63.
401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000
irs.gov
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Fragasso is once again ranked on the Forbes Top RIAs list! We placed #113 out of the 250 firms nationally recognized, and the 6th best in PA.
Forbes Top RIA Firms 2024 List - Registered Investment Advisors
social-www.forbes.com
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Workers need to save early and save more for retirement. Employers offering retirement plans can really make a difference in the retirement readiness landscape and can benefit from increased tax credits. #secureact2 #retirementsavings #retirementplans
It Takes a Village to Achieve Retirement Readiness
Fragasso Financial Advisors，发布于领英
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On July 18, 2024, the IRS issued new guidance regarding the Secure Act of 2019 specifically regarding the rules for inherited Individual Retirement Accounts (IRAs), clarifying several key points regarding mandatory Required Minimum Distributions (RMDs) for all-designated and non-designated beneficiaries. Let’s walk through the difference between designated and non-designated beneficiaries and key changes you should be aware of to properly plan for your inherited IRAs.
Understanding the New IRA Rules for Beneficiaries
https://www.fragassoadvisors.com