Links – Partners & Affiliates

Estate Planning, Probate & Estate Administration, Elder Law, Special Education Law, Guardianships And Estate Litigation

Andrew M Cohen, Esq (516-877-0595) of The Law Offices Of Andrew M. Cohen is a boutique law firm with offices  in Long Island and Manhattan specializing in Estate and Trust planning.   A renown New York law firm leading the charge in the Special Education and Guardianship area.  

Guardianship hearings, Wills, Special Guardianship Trusts, Living Wills, Durable Powers of Attorney and Medical Healthcare proxies Andrew and his team of attorneys and paralegals are at the very best at what they do.   From personal experience Protax can tell you that Andrew’s office provides high quality, timely and personalized legal services for a reasonable cost.   To boot Attorney Cohen is a super approachable, down-to-earth, amicable and genuinely caring person.

Association of International Tax Consultants

Association of International Tax Consultants U.S. member

TheAgency

Meet Marnie Eden for your commercial and residential real estate requirements, are you looking to buy, sell, rent or invest in residential real estate? Based in New York City, Marnie is dedicated to finding you the right real-estate. Marnie works with her clients to secure properties all over NYC, across the USA and through her trusted partnerships, globally.

A problem solver at heart, Marnie turns challenges into opportunities. Marnie is always focused on her clients as the center of her business and is constantly looking for ways to improve her service. She builds rapport with her clients by carefully listening to them, asking the right questions, and nurturing authentic relationships. With great attention to detail, a dedication to collaboration, and a genuine passion for people, Marnie offers premier service that sets her apart. Born and raised in Melbourne, Australia, Marnie made her way to Los Angeles over ten years ago, before making the move to New York four years ago.

If you are looking for a trusted agent and committed team of professionals, please contact Marnie Eden at (917) 710-6603 or email her at marnie.eden@theagencyre.com, and for more information 

WEALTH MANAGEMENT SERVICES

Scott Pedvis (previously worked within JPMorgan’s financial sponsors group ) has focused his 16 year professional career exclusively on advising ultra-high net worth individuals and families on sophisticated investment and planning matters. His expertise encompasses all facets of wealth planning, business succession planning, executive compensation and access to lending services through Wells Fargo affiliates. Scott’s clients particularly appreciate his attention to detail, communication style and ability to synthesize and concisely explain large volumes of often complicated information.

Scot has gained intimate familiarity with the world’s most successful private equity principals. Drawing on his experience across various asset classes, he brings together one of the most sophisticated asset allocation methodologies and advanced quantitative and qualitative insights to create an extremely disciplined approach to portfolio construction and thoughtful application of leverage.

For more information please contact Scott Pedvis (Scott.Pedvis@wellsfargoadvisors.com) directly at: 212-338-4298  |  800-627-4554, Fax: 212-916-0489, His team is located at: Wells Fargo affiliates 280 Park Ave, Fl 27W , New York , NY 10017-1216

Wealth Management Services

For our US and international clients when it comes to Wealth Management it can only be UBS, uniquely positioned and located to serve our clients worldwide throughout the US, Asia, Europe and the America’s nobody does it better than UBS through their holistic approach to regular investing, retirement, education, insurance, charitable giving and wealth transfer strategies. 

Please visit the Fairhill Partner Team.

For more info please contact George Kolodka (george.kolodka@ubs.com) directly (212) 821-2731.   Their team is located at the UBS offices 299 Park Avenue 8th Floor New York, NY 10171-0002

SHAPE Integrations

For the absolute best VOIP telephone and cabling services Protax highly recommends and uses SHAPE Integrations www.shapeint.com, feel free to ask for Joseph Ades at info@shapeint.com or (212) 660-9962 for an onsite visit.

Based out of Midtown Manhattan , SHAPE Integrations has been offering technology solutions for over 15 years. SHAPE specializes in IT support, voice, security and structured cabling. Their expert team delivers reliable solutions that are designed to scale with your growing business. Their focus is on the end user experience while maintaining standards and practices that keep your systems secure.

GENERAL LEGAL COUNSEL

Kenneth E Aldous, Esq. of Aldous PLLC at Law. For all our firm and client matters nobody could be better than our firm General Legal Counsel Kenneth E. Aldous, Esq of Aldous PLLC at Law. Please contact Kenneth directly for details by telephone at 212-856-7281 or mobile 914-645-6005

Legal Immigration Services

SGM Law Group, Law Offices of Shilpa Malik, Esq have been a leading immigration law firm in the US. With four (4) offices in the U.S . in New York, NY, Fort Lauderdale, West Palm Beach and Miami, FL . Shilpa applies a meticulous hands on approach to each and every file in the office and our many referred Protax clients. SGM Law Group, Law Offices of Shilpa Malik, Esq constantly reminds us of their boutique style attention to personal service and their dedication to details. Please click here For more information on Shilpa, please contact Shilpa directly for details.

Long time Partners – Warren Goodman – for Commercial Real Estate at Millennial Commercial Capital and Darren Stuart – For Residential Real Estate at GuardHill Financial Corp.

Before bringing his wealth of experience to Millennial Commercial Capital, Inc. Warren was Business Development Manager at GuardHill Financial Corp. Before then he spent his career at Senior Loan officer for Washington Mutual Bank servicing high net worth clients for the twelve years. He was then recruited by Countrywide Bank, which became Bank of America then to PNC Mortgage for two years as a their key Senior Mortgage Consultant and then went to Prime Lending where he served as their Senior Loan Officer, to work with high net worth clients through their private Bank as well as develop Business Alliances with condominium developers in NYC. Please contact Warren at (516) 729-0385 for details.

Partner Darren Stuart of Guardhill Financial Corp. handles the residential business. Darren and Warren have worked together for 15 years in residential real estate financing. Contact Darren at 212-686-2145

Steven B. Levine – The Mogil Organization

Please contact Steven B. Levine, (212) 252-7100 x234 directly for details.

Providing Personal and Commercial Insurance Products and Services:

BUSINESS INSURANCE:
Business Property, Commercial General Liability, Loss of Income, Worker’s Compensation, Ocean Marine & Cargo, Professional Liability, Employee Benefits, Commercial Fleets, Bonds & Surety, Directors & Officers Liability, Transit & Transportation, Employment Practices Liability, Financial Institutions, Loss-sensitive & Retrospective ,Rating Programs and

PERSONAL INSURANCE:
Homeowners, Condominiums & Cooperatives, Renters, Private Passenger & Collector Automobiles, Fine Arts, Jewelry & Collectibles, Watercraft & Yacht, Personal Excess Liability, Primary & Excess Flood, Domestic Worker’s Compensation & Disability, Employment Practices, Liability, Fractional Aircraft Liability, Kidnap & Ransom.

The Wechsler Financial Group, Inc.

Have you reviewed your life insurance within the past year? We offer a complimentary consultation to determine if your policy continues to meet your needs. We’re licensed with the country’s best carriers in all 50 states. Contact Jared L. Becker or 212-583-0800 for more information.

Arnie Peltz – Plans Plus LTD – Medical Health Plan Consultants

Plans Plus is one of many companies in the US that consult with individuals and businesses regarding the acquisition of cost efficient health care plans. However, Arnie and his staff offer much more than simply technical knowledge and competence- they get the job done and with the greatest of client service in mind. Please contact Arnie directly for details.

PayChex

Let PayChex take the Tax and Administrative Burden off your shoulders. We handle payrolls for all types of business, small to medium size. For an analysis please contact Luke Van Every at (212)239-9400 ext. 5142048, Cell: (929)499-7440

ICCS & Co., LLC

ICCS & Co., LLC leverages over 20 years of expertise and experience and with 35 employees to deliver the highest-level of technical guidance. Whether you are starting a new business or looking for ways to make your technology infrastructure more reliable and secure, ICCS & Co., LLC can tailor technology solutions to meet your needs and budget. Services include 24×7 help desk, cloud solutions, security and compliance, managed IT services, infrastructure, disaster recovery, offsite backup, remote access, hosted email and more. Contact Isaac J. Braca, Senior Lead, at (646) 496-0211 or email braca@iccsllc.com for a free IT consultation or visit www.iccsllc.com for more information.

IRS- Payments- Make a Payment- Your Options

EXEMPT ORGANIZATIONS SELECT CHECK

You can only deduct gifts you give to qualified U.S. charities. Exempt Organizations Select Check is an on-line search tool that allows users to search for and check for U.S. exempt organizations.