Heritage Wealth Advisors

In the first episode of “Inside the Firm,” Marshall Chambers, CFA, CFP and Zuzanna Kaczmarek reflect on Zuzanna’s first year at the company. They discuss her background, her work in a multi-family office, and what she enjoys most about her role. Listen to the full conversation below for insights into Zuzanna’s experiences and contributions to the team.

Meagan Roberts, CPA, CFP?recently shared her insights regarding the Corporate Transparency Act. Click the link below to learn how this could relate to your to year-end financial planning.

The IRS has issued its 2025 inflation adjustment numbers for more than 60 tax provisions in Revenue Procedure?2024-40. Inflation has moderated somewhat this year over last, so many amounts will increase over 2024 but not as much as in the previous year. Take these 2025 numbers into account as you implement 2024 year-end tax planning strategies.

We are proud to announce the promotions of Zuzanna Kaczmarek and Daniel Rowe, MBA, CFP?? Rowe to Wealth Advisors! Both have shown a commitment to excellence and a deep understanding of client needs, proving themselves as invaluable assets to our team. Please join us in congratulating Zuzanna and Daniel on their well-deserved success.

A tax law change in 2019 essentially ended “stretch IRAs” by requiring most beneficiaries of inherited IRAs (other than a spouse) to withdraw all of the funds within 10 years. Since then, there’s been confusion surrounding inherited IRAs and the so called “10-year rule” for required minimum distributions (RMDs). Click below to learn more about the newest IRS regulations surrounding inherited IRAs.

In this iteration of Investment Perspectives, Jay Jordan ponders the question, "Is our current market growth sustainable?" Click the link below to learn more.

Please join us in congratulating Sarah Simmer CPA, CFP?, CAP? on receiving the 2024 Young Professionals Award form the Family Wealth Alliance, Inc.

At Heritage Wealth Advisors, we are dedicated to empowering women entrepreneurs to navigate the specific financial challenges they face,?through tailored financial strategies. By partnering with us, you can benefit from our expertise in business advisory, investment management, financial planning, and general wealth management. Join hands with our team?of financial advisors who are dedicated to empowering women.

It was a privilege to participate in this discussion. Thank you to FPA- Pittsburgh Chapter for inviting Sarah Simmer CPA, CFP?, CAP? to join the panel.

Meet Matt O., Investment Analyst at Heritage! Here at Heritage Wealth Advisors, we are passionate about developing the next generation of young professionals. Today, we’re shining the spotlight on Matt Osten, who started as an intern and has successfully transitioned into a full-time role as an Investment Analyst. Q: How did you first connect with Heritage? A: I was fortunate to have a personal connection that introduced me to Heritage. It’s a testament to how important networking and relationships are in our careers. Q: What was your role during your internship at Heritage? A: I started on the Client Service team, which was a great way to get my foot in the door. After my first summer, I transitioned to Investment Advisory (IA), which really aligned well with my studies and career goals. Q: What makes Heritage a unique place to work? A: The culture here is driven by high achievers who are both goal-oriented and supportive. From day one, you’re treated as an essential part of the team, entrusted with significant responsibilities. There’s a genuine commitment to developing every team member, which makes the growth opportunities both attractive and accessible. Q: Can you share a piece of interview advice for those looking to enter the industry? A: Focus on how your skills can directly benefit the role you’re applying for. It’s not enough to say you’re good at something; illustrate how it applies. For example, in data management, show how your skills can streamline processes and enhance decision-making.