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15 Strategies For Building Tax-Free Retirement Income

In The News | Robbin E. Caruso | Jul 16, 2024

Robbin Caruso was featured in Forbes’ latest article, “15 Strategies For Building Tax-Free Retirement Income.” Learn expert tips to maximize your savings and minimize your tax burden in your golden years. Robbin explains that building tax-free retirement income involves a multi-faceted approach, including considering relocation to states with favorable tax treatment for retirees. Read more here. If you have any questions or concerns, please reach out to Robbin here.

2024-07-16T12:27:08-04:00
leadership in finance
In The News
Aug 11, 2026
Lori A. Roth
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Lessons in Leadership

Prager Metis is pleased to share that our CEO, Lori A. Roth, CPA/ABV, CFF, will be featured on an upcoming episode of Lessons in Leadership, alongside Michele N. Siekerka, Esq., President and CEO of the New Jersey Business & Industry Association.

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New York Pied-à-Terre Tax

Nicole Bononi-Wilson, JD, MAFM, Principal - Tax Controversy, recently appeared on FOX 5 Local New York to discuss the New York Pied-à-Terre Tax, including who it targets, how the tax is calculated, and what owners of high-value secondary residences need to know if they receive a notice related to the tax.

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