FAU Wealth Management Program

PagnatoKarp’s Wealth Management Program Kicks Off at Florida Atlantic University

Florida Atlantic University (FAU) has engaged PagnatoKarp to host a three-part Wealth Management series through their Financial Analyst Program (FAP) and the FAU College of Business. Paul A. Pagnato, Founder and CEO at PagnatoKarp, leads the Wealth Management course and is joined by guest speakers from PagnatoKarp, TrueFiduciary® Institute, Singularity University and the Inc. CEO Project. The Wealth Management Program is …

UVA Presentation

University of Virginia Hosts Paul Pagnato for Longevity and Financial Well-Being Presentation

Paul A. Pagnato will be presenting “Longevity and Financial Well-Being” at the University of Virginia’s McIntire School of Commerce through the Center for Investors and Financial Markets (CIFM).  The presentation is part of the Sands Capital CIFM Professional Speaker Series which explores timely and relevant financial topics that complement the robust curriculum at McIntire to expand learning opportunities. “Advances in …

VA Business Legal Elite Cover

Wayne Zell Named to Legal Elite By Virginia Business

Virginia Business Legal Elite named Wayne M. Zell, Chief Legal Officer at PagnatoKarp, to its list for Taxes/Estates/Trusts/Elder Law. Now in its 19th edition, the Legal Elite began in 2000 as a collaboration with the Virginia Bar Association, and this year includes 1,000 lawyers. Virginia Business annually polls more than 14,000 attorneys in the commonwealth, asking them to select from …

People Centered Digital Future

Our People-Centered Digital Future

On December 10, 2018, Constellation Research hosted a historic event with key Internet and technology pioneers, the People-Centered Internet coalition, as well as the next generation of positive change agents. Titled “Our People-Centered Digital Future”, the event recognized that by March 2019, 50% of the world will be connected to the Internet. This inflection point marks an important moment for …

Welcome Allison Tully

PagnatoKarp Welcomes Allison Tully, Associate Director of Trading

PagnatoKarp welcomes Allison Tully to the team as Associate Director of Trading. Allison ensures portfolios are efficiently, accurately and reliably aligned with True Fiduciary® standards and each client’s unique investment plan. Using advanced monitoring technology, unified dashboards and real-time data analytics, Allison executes directly with multiple exchanges and financial institutions to optimize cash management, trading and asset allocation. The Investment Experience …

Identity Fraud

How To Avoid Tax-Related Identity Fraud

Online and virtual identity theft are on the rise and this is the season to be extra vigilant. Most recently, the United States Postal Service (USPS) revealed that it had suffered a data breach. More than 800,000 employees were impacted in the scheme. CNN, citing a U.S. official familiar with the breach, says 2.9 million postal service customers were also …

CNBC Portfolio Year-End

Year-End Portfolio Moves To Make Even With This Week’s Market Rout

CNBC, by Lorie Konish, 12/6/18 KEY POINTS The Dow Jones Industrial Average dropped almost 800 points on Tuesday, and the selloff is continuing following a one-day trading hiatus. In addition to recalibrating your expectations when it comes to market swings, there are steps you can take now to make sure your portfolio is prepared to weather the ups and downs …

Best Places to Work in Virginia 2019

PagnatoKarp Named 2019 Best Places To Work In Virginia

PagnatoKarp is honored to be named a 2019 Best Places to Work in Virginia. The top 100 annual list is created by Virginia Business and Best Companies Group to identify, recognize and honor the best places of employment in Virginia, benefiting the state’s economy, workforce and businesses. With over $3.8 billion assets under advisement¹, PagnatoKarp is an independent wealth management …

IRS Estate Gift Tax Exemption

IRS Announces No Clawback of Gift Tax Exemption

By WealthManagement.com on 11/21/18 The Treasury and Internal Revenue Service issued proposed regulations stating that there will be no clawback of the use of any unified credit (gift tax exemption) before 2026 when the lifetime exemption will revert from $10 million to $5 million (both inflation adjusted). For those unfamiliar with these taxes, exemptions and how they’re calculated, Tax Notes offers …

Hand-in-Hand with Transparency

Longevity and Transparency: Hand-In-Hand

The exponential growth that characterizes these times is not limited to computing power and artificial intelligence. Indeed, one of the rapidly advancing fields that will benefit us all is the broadly-defined field of longevity. In 1900, the average American male had a life expectancy of only 47 years old. Today it is well over 80, and it’s climbing fast. The …

Is Trust Built from Transparency?

Transparency and Altruism: Keys to Business Success

The Dalai Lama tweeted on November 5, 2018: “Be honest, truthful, and altruistic. If you concern yourself with taking care of others, there’ll be no room for lies, bullying and cheating. If you’re truthful you can live transparently, which will enable you to establish trust, the basis for making friends.” Be honest, truthful, and altruistic. If you concern yourself with …

Is Transparency Driving a New Normal?

Transparency and Cash: The New Normal

Transparency is transforming “pay me back later” into a thing of the past. For years, if a group of friends wanted to split a restaurant tab and everyone at the table only carried big bills, the likely result was a series of verbal IOUs. Then the person who’d paid the bill would have to wait for their friends to either pick up the next …

Experiential Learning

Barron’s Subscription Gift Provides Financial Platform for George Mason University

In a new, unique three-way partnership, George Mason University School of Business faculty and students now have access to a top-notch financial platform, Barron’s, which provides 24/7 online access to industry content. The subscription sponsorship is a two-year gift from the Barron’s in Education Program from Dow Jones and Paul Pagnato, founder and CEO of PagnatoKarp, a local independent multi-family …

Forbes 2018 Top Wealth Advisors

Forbes Names Paul Pagnato to 2018 Top Wealth Advisors List

Paul A. Pagnato, founder and CEO at PagnatoKarp, has been ranked #35 on Forbes 2018 Top Wealth Advisors list. This is the third year in a row that Paul has earned a spot on the exclusive list of star advisors from national, regional and independent firms, together managing $733 billion in client assets. An industry thought-leader, Paul is sought after …

FAU and Barrons In Education

FAU First in Florida To Partner With Barron’s In Education

By James Hellegaard, October 4, 2018 Florida Atlantic University’s College of Business has announced a new partnership with Barron’s in Education program from Dow Jones. The program, funded by financial magazine Barron’s, is sponsored by wealth management firm PagnatoKarp, whose founder and CEO Paul A. Pagnato earned his bachelor’s degree from FAU’s College of Science in 1986. “Mr. Pagnato’s generosity supports our students and will help prepare them for …

Welcome Wayne Zell

PagnatoKarp Welcomes Wayne Zell To Its Executive Team As Chief Legal Officer

Wayne M. Zell joins PagnatoKarp as Chief Legal Officer, responsible for estate, tax and business succession planning for family office clients, and serves as in-house General Counsel for compliance and legal matters affecting the firm. Wayne delivers robust family office services designed to have a positive impact on the total financial well-being of clients. Combining personalized services with innovative technology …

Barron's 2018 Top Independent Advisors

Barron’s Ranks Paul Pagnato #16 on 2018 Top 100 Independent Financial Advisors List

Paul A. Pagnato, Founder and CEO at PagnatoKarp, climbed three spots in 2018 to be ranked No. 16 on Barron’s Top 100 Independent Financial Advisors list. Barron’s featured its annual ranking of independent advisors and firms in its Sep 17, 2018 magazine issue. This is Pagnato’s sixth time being recognized on the prestigious Barron’s list. “At PagnatoKarp, our mission focuses squarely on …

Welcome Oleg Ikhelson

PagnatoKarp Welcomes Oleg Ikhelson as Director of Tax Services

PagnatoKarp welcomes Oleg Ikhelson to the team as the new Director of Tax Services. Oleg advises Family Office clients on complex tax planning and tax minimization strategies, as well as preparing individual, partnership, trust and foundation tax returns. He brings nearly 20 years of experience advising ultra-high net worth families on federal and state taxation while streamlining compliance and correspondence. By …

FA Mag Capitalizing Power Of Trust

Capitalizing On The Power Of Trust

FA Magazine, September 2018, by Tracey Longo Read the original FA Magazine Article here: Capitalizing On The Power Of Trust If doing the right thing for investors comes with a price, it also comes with exponential upside potential. Just ask PagnatoKarp, a Reston, Va.-based registered investment advisor formed by a high-net-worth team of brokers who made the leap from Merrill …