Financial Planning and Tax Coordination
Your tax questions may be part of a broader financial decision. Retirement, investment income, and plans for family assets can raise questions that deserve a coordinated conversation.
Katherine and Halliday Financial
Katherine Piscopo Stein's financial planning contact is through Halliday Financial. If you would like to discuss a financial planning matter, email kpstein@hallidayfinancial.com with a brief description of your inquiry.
Before proceeding, confirm the services available, the provider responsible for the work, and the applicable engagement terms. Tax preparation and financial planning should each have a clearly understood scope.
Email Katherine about financial planningBring your goals and questions together
Consider what you want to understand before the first conversation. You might be approaching retirement, reviewing how different income sources fit together, or thinking about the financial impact of a major life change. A clear description of your goals helps establish the right starting point.
Include the tax perspective
When a financial decision could affect your tax return, raise that question early. Discuss what information your tax and financial professionals need, and how any coordination should take place with your authorization.
Contact the right office
Email Katherine directly
Confirm the appointment location or meeting arrangements before visiting.
Financial planning services and any securities-related transactions are provided through Halliday Financial and its applicable subsidiary, not by the tax practice. Income tax and accounting services are provided independently by the Lynbrook tax office. Nothing on this page is a substitute for personalized advice, and no service is offered where it is not properly registered or otherwise permitted.