Steve Bernknopf , MSF, CFP, EA
New York City Metropolitan Area
9K followers
500+ connections
New York City Metropolitan Area
9K followers
500+ connections
Prager Metis Wealth Management LLC
College of Financial Planning
About
Provide Tax, accounting and financial planning services to indivudals and small…
Articles by Steve
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What is Escheatment and How Does it Affect Your Retirement Accounts?
What is Escheatment and How Does it Affect Your Retirement Accounts?
By Steve Bernknopf , MSF, CFP, EA
Activity
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We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
Liked by Steve Bernknopf , MSF, CFP, EA
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You don't want to miss this summer concert series! Prager Metis is a proud sponsor of the Bethel Woods Center for the Arts 2024 Pavilion Season…
You don't want to miss this summer concert series! Prager Metis is a proud sponsor of the Bethel Woods Center for the Arts 2024 Pavilion Season…
Liked by Steve Bernknopf , MSF, CFP, EA
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We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
Liked by Steve Bernknopf , MSF, CFP, EA
Experience
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Prager Metis Wealth Management LLC
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Education
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College of Financial Planning
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Licenses & Certifications
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Master of Science, Personal Financial Planning
College Of Financial Planning
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Certified Financial Planner
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IssuedCredential ID 063475 -
Enrolled Agent
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IssuedCredential ID 60024
Volunteer Experience
Organizations
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Ed Slott Elite Advisor
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Financial Planning Association
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More activity by Steve
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E. Martin Davidoff was recently featured in Forbes's "19 Benefits Of Mobile Payments That Are Catching On With Customers." The rise of mobile…
E. Martin Davidoff was recently featured in Forbes's "19 Benefits Of Mobile Payments That Are Catching On With Customers." The rise of mobile…
Liked by Steve Bernknopf , MSF, CFP, EA
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Since 1991, Acctrack has provided software selection, implementation, support, and consulting services for Sage 100 Cloud (MAS90, MAS200) and…
Since 1991, Acctrack has provided software selection, implementation, support, and consulting services for Sage 100 Cloud (MAS90, MAS200) and…
Liked by Steve Bernknopf , MSF, CFP, EA
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NJBIZ presents a Family Business Panel Discussion on July 16, 1-2:30 pm UTC, featuring Prager Metis's Jay Levine. This expert panel will explore…
NJBIZ presents a Family Business Panel Discussion on July 16, 1-2:30 pm UTC, featuring Prager Metis's Jay Levine. This expert panel will explore…
Liked by Steve Bernknopf , MSF, CFP, EA
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We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
Liked by Steve Bernknopf , MSF, CFP, EA
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The IRS just released new guidance targeting base shifting by partnerships. These changes could significantly impact partnership taxation. Don't get…
The IRS just released new guidance targeting base shifting by partnerships. These changes could significantly impact partnership taxation. Don't get…
Liked by Steve Bernknopf , MSF, CFP, EA
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The Prager Metis Charitable Foundation is a 501(c)(3) organization which supports and coordinates the fundraising efforts of the firm. Prager Metis…
The Prager Metis Charitable Foundation is a 501(c)(3) organization which supports and coordinates the fundraising efforts of the firm. Prager Metis…
Liked by Steve Bernknopf , MSF, CFP, EA
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The IRS just released new guidance targeting base shifting by partnerships. These changes could significantly impact partnership taxation. Don't get…
The IRS just released new guidance targeting base shifting by partnerships. These changes could significantly impact partnership taxation. Don't get…
Liked by Steve Bernknopf , MSF, CFP, EA
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Did you attend the Trusted Advisor X LA Tech Summit? #ICYMI - Chief Strategic Innovation Officer Joseph Rust was a panelist at the summit, where he…
Did you attend the Trusted Advisor X LA Tech Summit? #ICYMI - Chief Strategic Innovation Officer Joseph Rust was a panelist at the summit, where he…
Liked by Steve Bernknopf , MSF, CFP, EA
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This 4th of July, we remember the 8 Americans still being held hostage by Hamas terrorists in Gaza. All 120 hostages must come home now!…
This 4th of July, we remember the 8 Americans still being held hostage by Hamas terrorists in Gaza. All 120 hostages must come home now!…
Liked by Steve Bernknopf , MSF, CFP, EA
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You don't want to miss this summer concert series! Prager Metis is a proud sponsor of the Bethel Woods Center for the Arts 2024 Pavilion Season…
You don't want to miss this summer concert series! Prager Metis is a proud sponsor of the Bethel Woods Center for the Arts 2024 Pavilion Season…
Liked by Steve Bernknopf , MSF, CFP, EA
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As July continues to heat up, the world of sports and entertainment is coming together. With tournaments from UEFA Euro 2024 and Copa América 2024…
As July continues to heat up, the world of sports and entertainment is coming together. With tournaments from UEFA Euro 2024 and Copa América 2024…
Liked by Steve Bernknopf , MSF, CFP, EA
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We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
We're #hiring! Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, over 600 team members, and…
Liked by Steve Bernknopf , MSF, CFP, EA
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Prager Metis is a proud Sponsor of the Ivors Academy, commemorating its 80th year with a special Summer Party at Aqua Nueva, Soho, London. This…
Prager Metis is a proud Sponsor of the Ivors Academy, commemorating its 80th year with a special Summer Party at Aqua Nueva, Soho, London. This…
Liked by Steve Bernknopf , MSF, CFP, EA
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The IRS just released new guidance targeting base shifting by partnerships. These changes could significantly impact partnership taxation. Don't get…
The IRS just released new guidance targeting base shifting by partnerships. These changes could significantly impact partnership taxation. Don't get…
Liked by Steve Bernknopf , MSF, CFP, EA
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Our team members are hard at work with the Surplus Food Collection session with Plan Zheroes - The Zero Food Waste Heroes! Working alongside…
Our team members are hard at work with the Surplus Food Collection session with Plan Zheroes - The Zero Food Waste Heroes! Working alongside…
Liked by Steve Bernknopf , MSF, CFP, EA
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NJBIZ presents a Family Business Panel Discussion on July 16, 1-2:30 pm UTC, featuring Prager Metis's Jay Levine. This expert panel will explore…
NJBIZ presents a Family Business Panel Discussion on July 16, 1-2:30 pm UTC, featuring Prager Metis's Jay Levine. This expert panel will explore…
Liked by Steve Bernknopf , MSF, CFP, EA
-
You don't want to miss this summer concert series! Prager Metis is a proud sponsor of the Bethel Woods Center for the Arts 2024 Pavilion Season…
You don't want to miss this summer concert series! Prager Metis is a proud sponsor of the Bethel Woods Center for the Arts 2024 Pavilion Season…
Liked by Steve Bernknopf , MSF, CFP, EA
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