Claire Toth writes on NUAs: http://tapinto.net/columns/point-view-wealthpoints/articles/net-unrealized-appreciation-untangled
Note: Claire E. Toth, JD, MLT, CFP is Vice President and Chief Operating Officer at Point View Wealth Management, Inc., a registered investment advisor at 382 Springfield Ave., Summit. The full-length version of this article is available at: www.ptview.com. CNBC has named Point View number 5 on its list of the top 100 American fee-only wealth managers.See http://www.cnbc.com/id/101619698
Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are independent and fee only. How can we help you? Contact David Dietze ( ddietze@ptview.com), Claire Toth (ctoth@ptview.com), or John Petrides ( jpetrides@ptview.com), or call (908) 598-1717 to learn how.
