Roberto Viceconte
CFP, CPA, J.D. |
Partner
Roberto.Viceconte@WeiserMazars.com |
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Roberto has been in estate and financial planning industry for over 15 years. Roberto is a Partner with the Private Client Services Group of WeiserMazars LLP. Roberto’s practice is concentrated in the areas of estate and financial planning, compliance, wealth protection, business succession and tax planning for high net worth individuals. Roberto also advises fiduciaries in the administration of Estates and trusts, including fiduciary accountings.
Estate and Gift Planning and Compliance
Family Business Succession Planning
Personal Financial Planning
Roberto writes and lectures frequently on estate and financial matters and has had articles published in various trade publications as well as The New York Law Journal and New Jersey Business News.
Roberto is frequently quoted in publications including Time, Money, Forbes, The New York Times and Long Island Business News.
"No quick fix to improving a credit score," Long Island Business News, January 11, 2012.
“Couples’ cash: managing money and marriage,” Bankrate.com, September 14, 2011