Following the sharp decline in the equity markets to close 2018, investors have concern about the outlook for 2019. On February 7, 2019, members of the First Long Island Investors Investment Committee held a web seminar where they shared with clients and business colleagues our perspective on the markets, domestic and global economy and when […]
On October 30th, First Long Island Investors had the distinct honor of hosting Lawrence Levy, Executive Dean, National Center for Suburban Studies (NCSS) at Hofstra University, as our guest speaker at a Thought Leadership Breakfast for clients and friends of the firm. In 35 years as a reporter, editorial writer, columnist, and PBS host, Lawrence […]
The Tax Cuts and Jobs Act of 2017 limited itemized deductions which impacts the deductibility of charitable contributions. As part of a recent Family Wealth Roundtable discussion that FLI held for clients, we discussed ways that philanthropic clients can adjust how and when they make charitable contributions to reduce their Federal income taxes.
On September 6, 2018, members of the First Long Island Investors Investment Committee held a web seminar where they shared with clients and business colleagues of First Long Island Investors our perspective on the key market drivers and things to watch for the future. The event also covered our current approach to asset allocation for […]
The Internal Revenue Code recently underwent its first major tax overhaul since 1986. In an attempt to stimulate the national economy, The Tax Cuts and Jobs Act of 2017 was passed in December of 2017 and impacts taxpayers starting in 2018. On May 23, 2018 First Long Island Investors invited three prominent tax accountants, Charles […]
