Tami Spindle-Amici, EA, CTFA, Fiduciary Tax Services Manager for Tompkins Financial Advisors was featured in the Central New York Business Journal speaking on how to navigate the 2025 Tax Cut and Jobs Act (TCJA) expiration. With the TCJA set to expire at the end of 2025, now is the time to understand what changes that could bring about and how you can prepare. Click below to read the article!
Tompkins Financial Advisors
金融服务
Ithaca，New York 1,117 位关注者
We work together with you to create, protect and transfer your family’s financial wealth for generations.
关于我们
Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania. Our focus is on understanding our client's complete financial picture so we can provide the wealth management strategies that make a meaningful difference in our client's lives. We specialize in investment management, financial planning, wealth transfer strategies and wealth preservation strategies for individuals and businesses. Tompkins Financial Advisors is part of Tompkins Financial Corp, a financial services holding company, publicly traded on the NYSE under the symbol TMP. The company is committed to creating long-term value for our clients, our communities and our shareholders. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Tompkins Trust Company and Tompkins Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
- 网站
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https://www.tompkinsfinancialadvisors.com
Tompkins Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Ithaca，New York
- 类型
- 上市公司
- 创立
- 1836
- 领域
- Wealth Management、Risk Management、Investment Management Strategies、Fiduciary Services、financial planning和trusts and estates
地点
Tompkins Financial Advisors员工
动态
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As a business owner, you spend much of your time focused on day-to-day operations and short-term planning, while estate planning and business succession are often put on the back burner. However, it’s just as crucial to think about long-term plans that protect both your business and personal legacy. Read our article from Lawrence Gore, Senior Wealth Advisor in the Hudson Valley who was featured in the Hudson Valley Economic Development Corporation, on why it is important to take steps now to safeguard your business, family, and hard-earned assets.
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Derick Ansah, Wealth Advisor, will be at our Boyce Thompson Branch location in the Hudson Valley tomorrow for a Financial Check Up Day. Derick will be available to answer any financial or investment questions you may have. Location: Tompkins Boyce Thompson Branch When: Tuesday, March 18, 10:00AM - 3:00PM
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Read below for an article featured in BCTV from Senior Trust Officer, John Genn, on "Trusts in Trusts: Four Ways to Help in Planning for Your Family’s Future." In the article John talks through ways trusts can be a key financial tool in planning yours and your family's future!
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John Genn, Senior Trust Officer, will be at our Hopewell Junction Branch location in the Hudson Valley for a Financial Check Up Day. John will be available to answer any financial or investment questions you may have. Location: Tompkins Hopewell Junction Branch When: Friday, March 14, 10:00AM - 3:00PM
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One word expected to be heard throughout 2025 is change, and with change comes opportunity. In 2017, the Tax Cuts and Jobs Act (TCJA) significantly changed the tax code, reducing taxes for individuals and businesses. Without legislative action, many of these provisions are set to expire, or “sunset”, at the end of this year. Considering the significant potential changes in the tax law, it is essential you start planning now. Check out our blog below for key things to consider this tax season! https://hubs.la/Q038Qz-d0
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We partner with our clients to create the financial plan that is right for you, not one tailored for someone else. Contact a Tompkins Financial Advisor today to see how we can help you on your financial journey. https://hubs.la/Q038GtTl0
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