Advisors Share Lessons Learned from a Challenging 2020

Jay Pelham, president of Kaufman Rossin Wealth, was interviewed by Advisors Magazine along with other finance professionals to discuss how their firms responded to challenges brought on by the pandemic, and how they plan to continue serving clients in the “new normal.”

Article Excerpt: “Business Recovery & Resiliency Services is specifically designed to help our clients through these challenging times,” Pelham said. “Over the past few months, we have been sharing timely and relevant educational information and insights with clients through webinars, blog posts, newsletters and other channels. The topics have ranged from how to stay calm and focused in a volatile market, to estate and gift tax planning opportunities that could provide significant tax savings right now.”

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Jay Pelham, CFP®, is President at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.