Capsy About us
About Us

Mt. Kisco Tax and Monetary Services Group, Inc., Sy Schnur, CPA/PFS, and Sy Schnur Registered Representative, work in unison to provide a premier accounting, investment, tax advisory and risk consulting firm that mutually strive to achieve results that exceed expectations through commitment to our clients and their extended families by adding maximum value to their business, individual and family lives.

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Services

Tax Services

From your company's inception through its growth and development, we can advise you on choosing an entity type and later, make changes to another entity time when it is most advantageous.

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Risk & Financial Management

Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.

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Business Services

Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications and minimized financing costs.

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Services for Individuals

Learn more about our wide range of services for individuals including Monitary Servics, Estate, Gift & Trust Planning & Tax Preparation, Long Term Care Planning, Insurance Monetary Services, Social Security, Medicare and Medicaid and more.

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HOW WE JOINTLY WORK WITH YOU TO COORDINATE YOUR ENTIRE FAMILIES FINANCIAL FUTURES!!

INVESTMENT PLANNING ESTATE PLANNING & CHARITABLE GIVING RETIREMENT PLANNING RISK MANAGEMENT & INSURANCE CASH FLOW & BUDGETS ASSISTANCE TO LOVED ONES INCOME TAX PLANNING
REVIEW OF PORTFOLIO WILLS RETIREMENT GOAL SETTING REVIEW OF EXISTING POLICIES INCOME SOURCES GIFTING UGMA AND UTMA REVIEW OF COST OR BASIS OF ASSET AND FAIR MKT. VALUE
ASSET ALLOCATION HEALTH & ECONOMIC POWERS OF ATTORNEY SOCIAL SECURITY AND MEDICARE LIFE INSURANCE NEEDS EXPENSES AND BUDGETING EMPLOYMENT OF MINORS AND SPOUSE TIMING OF SALE FOR REALIZED GAINS
TIME HORIZON LIVING WILL BUSINESS PLANNING LONG-TERM CARE INSURANCE DEBT MANAGEMENT EDUCATION PLANNING CARRY FORWARD LOSSES
WITHDRAWL STRATEGIES REAL ESTATE INVESTMENT TRUSTS IRA CONTRIBUTIONS AND CONVERSIONS DISABILITY INSURANCE ONE-TIME EXPENSES 529 COLLEGE SAVINGS PLANS TAX LOSS HARVESTING
INVESTMENT POLICY STATEMENT FAMILY LIMITED PARTNERSHIPS EMPLOYEE SPONSORED PLANS AND 401 K'S HEALTH INSURANCE PLANNED LARGER EXPENSES ROTH OR IRA FOR CHILDREN DEDUCTIONS AND CREDITS
REVIEW OF ANY STOCK CONCENTRATIONS IRREVOCABLE LIFE INSURANCE TRUSTS ANNUITIES AND PENSIONS HOMEOWNER'S OR RENTERS INSURANCE EMERGENCY FUNDING CARING FOR ELDERLY POTENTIAL ROTH CONVERSIONS
REVIEW INVESTMENTS HELD OUTSIDE OF THE FIRM PROPER DIVERSIFICATION GUARDIANS FOR MINOR CHILDREN RMD'S AND WITHDRAWL STRATEGIES LIABILITY AND UNBRELLA COVERAGE DOLLAR COST AVERAGING NON-RECOURSE LOANS TO TRUSTS HEALTH SAVING AND FLEXIBLE SPENDING ACCOUNTS
SELL SPECIFIC SECURITIES TO MAINTAIN YOUR ASSET RISK TOLERANCE ESTATE PLANNING CHARITABLE GIVING SELF-EMPLOYED RETIREMENT PLANS CREDITOR PROTECTION TRUSTS MORTGAGE REVIEW GENERATION SKIPPING TRUSTS IRS AND STATE OFFER IN COMPROMISE PAST DUE TAXES
  DYNASTY TRUSTS IRREVOCABLE DEFECTIVE MEDICADE TRUST SPLIT DOLLAR LIFE INSURANCE TRUSTS APPRECIATED ASSET TRANFER TO FOREIGN ANNUITY CREDITOR PROOF LINES OF CREDIT ARBRITAGE INCOME AND APPRECIATION TRUSTS BANKRUPTCY PLANNING TO ELIMINATE PAST DUE TAXES

 

 

SECURITIES OFFERED ONLY THROUGH CETERA FINANCIAL SPECIALISTS LLC. MEMBER FINRA & SIPC. ADVISORY SERVICES OFFERED ONLY THRU CETERA INVESTMENT ADVISERS LLC. CETERA ENTITIES ARE UNDER SEPARATE OWNERSHIP FROM EVERY OTHER ENTITY.

 

Contact Us

If you have any questions about your current financial situation or wish to schedule an appointment, send us an Email or give us a call at 914-244-4400

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