Henry Montag

About Henry Montag

Henry Montag CFP, in practice since 1976 in L.I N.Y has authored articles and acted as a source for NYSBA Senior Lawyer, NYSSCPA Tax Stringer, Tax Facts, Bloomberg’s Estates Gift & Trust Journal, Trusts & Estate Magazine, & The WSJ. He has appeared as a guest on Wall Street Week, Fox Business News & News 12. Provided CPE & CLE credits to NYSBA, ABA, AICPA, NYSSCPA, & EPC. He co-authored an American Bar Association Flagship publication; Jan 2017, "The Advisors & Trustees Guide to Managing Risk & Avoiding a Client Crisis".

Contact Info:

Phone: 516-695-4662

Website: https://www.thetolicentereast.com/

Courses taught by Henry Montag