How One Family Navigated a $600K Company Buyout and Caught a $50K Tax Error

We're sharing how coordinated planning helped one of our O'Keefe Stevens Advisory clients put a roughly $600,000 payout to work and catch a tax reporting error worth about $50,000.
by Grace Stolberg
on Oct 13
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Grandmother, mother, and young girl walking hand in hand through autumn woods

Wealth Management in Rochester, NY: More Than Managing Your Portfolio

Wealth Management in Rochester, NY: More Than Managing Your Portfolio You can earn a solid return and still feel like […]
by O'Keefe Stevens Advisory
on Jun 22
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Couple standing arm in arm looking at their white house

Wealth Management in Rochester, NY: How a Disciplined Approach Protects What You’ve Built

Wealth Management in Rochester, NY: How a Disciplined Approach Protects What You’ve Built You’ve worked long enough to know that […]
by O'Keefe Stevens Advisory
on May 29
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