David Flores Wilson

CFA, CFP®

[Adam Shapiro @Ajshaps]

We're live with @NYwealthadvisor @kmahnhw @BobEUnlimited !

[Adam Shapiro @Ajshaps]

⚡ Smart Money: AI & Tax Strategies ⚡️
Live Link to Ask Questions: https://t.co/HggKgXBKCz

TALKENOMICS welcomes two financial innovation leaders: Bob Elliott @BobEUnlimited
Co-Founder and CEO of Unlimited, who's revolutionizing alternative investments through machine learning technology, and @NYwealthadvisor David Flores Wilson, CFP®, CFA , an investment strategy expert who helps clients navigate complex tax laws for maximum advantage.
Streaming Live Wednesday 3/26 at 7 PM on X and https://t.co/BFCzMcjGf2 #Tax #investingwisely

[David Flores Wilson @NYwealthadvisor]

Great chatting with @bethpinsker on the impact of election on IRA Roth conversion strategies #financialplanning https://t.co/5DrV5E4uUo

[David Flores Wilson @NYwealthadvisor]

Millennials believe they’ve had it easier financially than their boomer parents. Spoke with @GabyOlya of @gobankingrates on why. https://t.co/jKQ4rjS5Uz

[David Flores Wilson @NYwealthadvisor]

Big conundrum for many homeowners out there: needing to move, but renting out their current place puts their homeowner capital gains exclusion at risk, and losing that low mortgage rate is painful @katedore #financialplanning #realestate https://t.co/IcC6GDVMSL

[David Flores Wilson @NYwealthadvisor]

When gifting money to children, here's some thoughts on the benefits of Roth IRAs, the potential pitfalls of custodial accounts, trusts, and other structures @JessicaWalrack #financialplanning #CFP
https://t.co/uAOVcjRkw3

[David Flores Wilson @NYwealthadvisor]

Have a proactive conversation with your CPA, or financial planner after the tax deadline to strategize how to lower your taxes prior to next spring... perhaps there are deductions or credits you weren’t aware of @danieldevise #financialplanning https://t.co/TgQINkvlQ8

[David Flores Wilson @NYwealthadvisor]

Here's some things to be mindful of when determining where to put your hard earned savings.
@gillianmanning_ @MoneyTalksNews #financialplanning https://t.co/2zDmqUgvLW

[David Flores Wilson @NYwealthadvisor]

Great chatting with @Think_MelanieW at @ThinkAdvisor about potential #financialplanning strategies under Secure 2.0 Act’s 529-to-Roth IRA transfer option https://t.co/x7iQvPBIVY

[David Flores Wilson @NYwealthadvisor]

Here's a few structures business owners should know about if they ever plan to sell their business: asset sales versus stock sales, QSBS, QSBS rollovers, installments, and ESOPs. #Entrepreneurship #businessowners #exitplanning #CFP #CEPA https://t.co/YSDEbte9iW

[David Flores Wilson @NYwealthadvisor]

Always fun chatting with @guaminsider about how real estate and stocks/bonds can complement each other on the Market Movers Podcast. #financialplanning #entreprenuership https://t.co/XuJEXd1ZWl

[David Flores Wilson @NYwealthadvisor]

Great to chat with @marieswift on the @NAPFA Nation Podcast about #financialplanning for #entrepreneurs and #strategicphilanthropy https://t.co/KUMEO3MMY9

[David Flores Wilson @NYwealthadvisor]

Honored to make Investopedia's Top 100 Financial Advisors of 2020. Congrats to all the other advisors that made the list! https://t.co/GDkS5ylNYx

[David Flores Wilson @NYwealthadvisor]

Great talking to @aiming2retire about avoiding the 10% penalty with CARES Act IRA distributions in 2020 #financialplanning https://t.co/Qy565uDRxA

[David Flores Wilson @NYwealthadvisor]

How wealthy families can think about the next generation https://t.co/DReYJTBr7x

[David Flores Wilson @NYwealthadvisor]

Planning for "black swan" events like #coronavirus @TheHillOpinion https://t.co/IrBTBKzY08

[David Flores Wilson @NYwealthadvisor]

How families can transfer their business to the next generation effectively @Kiplinger #financialplanning #FamilyBusiness https://t.co/9v80seLueM

[David Flores Wilson @NYwealthadvisor]

"Combat the death of Stretch IRA" and other #wealthmanagement strategies for the current volatile environment #financialplanning #coronoavirus https://t.co/bDa4pyuJBn

[David Flores Wilson @NYwealthadvisor]

Great chatting with @robertattip on the Millennial Investing Podcast! https://t.co/Fnt5Etj7q2

[David Flores Wilson @NYwealthadvisor]

Here are some financial steps to address the stress from the Coronavirus pandemic @CNBC https://t.co/wh59GHAdFs