Aligning Life & Wealth Interview Series: Smolin

Welcome to the Aligning Life & Wealth Interview Series with Conway Wealth's, Michael Conway. In this video, Paul Fried, CEO of Smolin, about how coordination between your wealth advisor and tax professional can help improve planning efficiency and decision-making. For more information on Conway Wealth and its service: https://conwaywealth.com/ For more information on Smolin: https://www.smolin.com/ IMPORTANT DISCLOSURE INFORMATION The Aligning Life & Wealth Interview Series is brought to you by Conway Wealth (“Conway”), a Summit Financial, LLC (“Summit”) firm. This episode features Paul Fried, CPA, the Chief Executive Officer of Smolin, Lupin & Co. (“Smolin”), a certified public accounting and consulting firm with offices in New Jersey and Florida. The interview and video is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized advice from Smolin, Conway, or any other professional of your choosing. Conway introduces prospective clients to Smolin. Smolin’s affiliate, Smolin Wealth Advisors, LLC (“Smolin Wealth”), a registered investment adviser, introduces prospective clients to Conway in exchange for referral compensation. Because there is an economic incentive for the parties to continue to introduce clients to each other, such introductions create the potential for conflicts of interest. Please remember that different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Summit nor Smolin Wealth’s investment adviser registration status, or Smolin’s licensing status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Conway, Smolin, or Smolin Wealth is engaged, or continues to be engaged, to provide services. Nothing contained in this presentation is intended to constitute, and should not be construed as tax, legal, accounting, investment, or other professional advice. Viewers should consult their own qualified tax, legal, accounting, and financial professionals regarding their individual circumstances before making any decision based on the information discussed. Summit is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any particular level of skill or training. Additional information about Summit and Smolin Wealth, including their current Form ADV disclosure brochures, is available upon request and at summitfinancial.com, www.conwaywealth.com, and www.smolin.com, as applicable. These brochures describe each adviser’s services, fees, business practices, and potential conflicts of interest.