Wealth through Investing

Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes and Even Death: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death

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Leveraging her background as a tax attorney, a Certified Financial Planner® and wealth strategist, Rebecca is uniquely qualified to assess, structure and implement the best income maximization, wealth maximization, tax mitigation/ minimization and optimal legacy strategies for her clients. Rebecca earned her bachelor s degree, summa cum laude, in finance, her Juris Doctor degree, cum laude, from the University of Florida, and her advanced law degree in taxation from New York University. Prior to law, she worked for years in finance with Pricewaterhousecoopers LLP and the global networking division of IBM, acquired by AT&T. She continues to practice law in the areas of federal taxation, wealth preservation, trusts and legacy planning, business succession and estate planning, and asset management and protection. Rebecca spearheads a national practice with clients across the country and enjoys working with high income professionals, business owners, retirees and pre-retirees and high net worth families to implement advanced financial planning and wealth management strategies that maximize income and legacy distribution while minimizing taxes and managing risk. With over 15 years of financial experience, Rebecca maximizes her distinctive skillset and years of knowledge to the best advantage of her clients. Rebecca can be heard nationwide on iHeart radio weekly and she has also been featured in US News & World Report, New York Post, New York Daily News, Yahoo Finance, Bloomberg Business, ABC News, NBC News, CBS News, FOX News, CW, Chicago Tribune, Miami Herald, Boston Globe, LA Daily News, International Business Times, Investing Daily, Street Insider, and numerous other media outlets.


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