Honoring visionary Professionals and Firms whose exemplary contributions redefine excellence, inspire innovation, and drive transformative progress, setting new industry benchmarks
Henry Montag CFP, Managing Partner of The TOLI Center East in practice since 1984 with offices 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 Wall Street Journal. He has appeared as a guest on Wall Street Week, Fox Business News & News 12. He’s provided CPE & CLE continuing education credits to NYSBA, ABA, AICPA, NYSSCPA, & the estate Planning Council. He co-authored an American Bar Association Flagship publication, titled; “The Advisors’ & Trustees’ Guide to Managing Risk” Released at Heckerling Jan 2017 I integrate with your current team of advisors and become a valuable resource in dealing with basic & advanced strategies regarding evaluating and properly maximizing & maintaining a client’s life Insurance portfolio.