CFA, CFP®
New York, NY
Joined April 2012
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David Flores Wilson retweeted
⚡ Smart Money: AI & Tax Strategies ⚡️
Live Link to Ask Questions: lnkd.in/eV7KPWkT
TALKENOMICS welcomes two financial innovation leaders: Bob Elliott @BobEUnlimited
Co-Founder and CEO of Unlimited, who's revolutionizing alternative investments through machine learning technology, and @NYwealthadvisor David Flores Wilson, CFP®, CFA , an investment strategy expert who helps clients navigate complex tax laws for maximum advantage.
Streaming Live Wednesday 3/26 at 7 PM on X and TALKENOMICS.com #Tax #investingwisely
Great chatting with @bethpinsker on the impact of election on IRA Roth conversion strategies #financialplanning morningstar.com/news/marketw…
Millennials believe they’ve had it easier financially than their boomer parents. Spoke with @GabyOlya of @gobankingrates on why. gobankingrates.com/money/mil…
Big conundrum for many homeowners out there: needing to move, but renting out their current place puts their homeowner capital gains exclusion at risk, and losing that low mortgage rate is painful @katedore #financialplanning #realestate cnbc.com/2024/05/21/sell-or-…
When gifting money to children, here's some thoughts on the benefits of Roth IRAs, the potential pitfalls of custodial accounts, trusts, and other structures @JessicaWalrack #financialplanning #CFP
money.usnews.com/money/perso…
Have a proactive conversation with your CPA, or financial planner after the tax deadline to strategize how to lower your taxes prior to next spring... perhaps there are deductions or credits you weren’t aware of @danieldevise #financialplanning usatoday.com/story/money/202…
Here's some things to be mindful of when determining where to put your hard earned savings.
@gillianmanning_ @MoneyTalksNews #financialplanning moneytalksnews.com/slideshow…
Great chatting with @Think_MelanieW at @ThinkAdvisor about potential #financialplanning strategies under Secure 2.0 Act’s 529-to-Roth IRA transfer option thinkadvisor.com/2024/03/06/…
Here's a few structures business owners should know about if they ever plan to sell their business: asset sales versus stock sales, QSBS, QSBS rollovers, installments, and ESOPs. #Entrepreneurship #businessowners #exitplanning #CFP #CEPA planningtowealth.com/blog/20…
Always fun chatting with @guaminsider about how real estate and stocks/bonds can complement each other on the Market Movers Podcast. #financialplanning #entreprenuership youtube.com/watch?v=YIF9154W…
Great to chat with @marieswift on the @NAPFA Nation Podcast about #financialplanning for #entrepreneurs and #strategicphilanthropy napfamindsetmastery.libsyn.c…
Honored to make Investopedia's Top 100 Financial Advisors of 2020. Congrats to all the other advisors that made the list! lnkd.in/gPhiCXT
Great talking to @aiming2retire about avoiding the 10% penalty with CARES Act IRA distributions in 2020 #financialplanning money.usnews.com/money/retir…
How families can transfer their business to the next generation effectively @Kiplinger #financialplanning #FamilyBusiness buff.ly/2KHWvvK
"Combat the death of Stretch IRA" and other #wealthmanagement strategies for the current volatile environment #financialplanning #coronoavirus buff.ly/3cdBvJz
Great chatting with @robertattip on the Millennial Investing Podcast! buff.ly/2WxgR0y
Here are some financial steps to address the stress from the Coronavirus pandemic @CNBC cnbc.com/2020/04/30/op-ed-it…