Karen C. Altfest, PhD, CFP, a principal and executive vice president at Altfest Personal Wealth Management, an investment advisory firm overseeing $1.1 billion, New York City. The company has been included in Barron’s annual list of the top 100 independent financial advisers for the past five years. Altfest.com
If President Donald Trump’s proposals to overhaul the federal tax system become law, the rules for individual taxpayers will change…
