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Monday, October 28, 2019

Click below to see a short video about what we call "The Tax Fence".

 

Friday, September 20, 2019

Take a look at this short clip of Randy Siller presenting at the annual NYSSCPA meeting. Picture is worth 1000 words

 

Friday, August 9, 2019

August 1st, 2019 Congratulations to Randy Siller for having the article he co-wrote with Dan Daniels published by Tax Stringer with permission by the New York State Society of Certified Public Accountants. Key Estate Planning Concepts...

 

Thursday, May 23, 2019

Randy co-presented at the NYSSCPA Annual Estate Planning Conference. The presentation focused on what every CPA should know about will and trust provisions.

 

Monday, May 6, 2019

Jeff - TRG Meeting

 

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Thursday, April 25, 2019

Josh Marriott presented at a NYSSCPA Estate Planning Committee CPE seminar. The topic focused on what every CPA should know about their own retirement planning. Some of the highlights from the presentation included how to create a plan...

 

Tuesday, March 5, 2019

Spring Forum

 

Sunday, September 2, 2018

Randy/Jeff - Fall Forum

 

Thursday, February 1, 2018

Jeff Cohen was asked to speak at Lincoln Financial Advisors 2018 Spring Forum. He presented on understanding and navigating family dynamics within the financial planning process. Randy Siller was asked to speak at Lincoln Financial...

 

Monday, January 1, 2018

Randy Siller, Yona Klein, and Nick Strang presented a continuing education program to a regional CPA firm headquartered in Florida, with offices in NYC and Westchester. The topics included financial planning strategies, as well as an...

 

Monday, January 1, 2018

Randy Siller, Yona Klein, and Josh Marriott attended the annual IMCA 2-day conference in NYC. The conference includes Investment consultants and wealth managers that drawn to this long-standing marquee New York metropolitan-area event....

 

Wednesday, November 1, 2017

Jeff Cohen and Yona Klein presented a continuing education program at a regional Long Island CPA firm. The presentation focused on giving the CPAs a deeper understanding of how life insurance and various investment vehicles including:...

 

Sunday, October 1, 2017

Randy Siller presented a national WebEx to Sagemark Consulting Private Wealth Services Group. Randy discussed how he and his firm helped a widow who was new to our firm, to become comfortable making estate planning and wealth...

 

Saturday, July 1, 2017

Siller & Cohen would like to congratulate Nick Strang on his recent marriage to Nicolle Burke.

 

Thursday, June 1, 2017

Siller & Cohen is proud to announce that we have added 4 new members to the team. Rob Tocco from Fairfield University, John Krasniqi from Iona College, John Froberg from Muhlenberg College and Nick Strang from J.P Morgan Chase, who...

 

Monday, May 1, 2017

Jeff Cohen presented a continuing education program at a local NYC CPA Firm. The topic of his discussion was executive consulting, and closely held business transition planning.

 

Saturday, April 1, 2017

Jeff Cohen and Randy Siller were asked to speak at The Resource Group Annual Conference. This group is comprised of the top 200 financial advisors around the country affiliated with Lincoln Financial Advisors. Jeff spoke about...

 

Wednesday, March 1, 2017

Randy Siller was asked to Speak at Lincoln Financial Advisors Spring Forum Conference. The topic was “How to Build Income Generating Portfolios” in today’s low interest rate environment.

 

Wednesday, February 1, 2017

Randy Siller was asked to provide a continuing education class to a prominent NYC accounting firm. The discussion was titled “Practical Financial Planning Advice to Enhance Your Client Service Offering”. The topics covered...