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# Wallstreet Alliance Group

## Sitemaps

- [XML Sitemap](https://wallstreetalliancegroup.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog & Videos](https://wallstreetalliancegroup.com/blog/)
- [Gujarati Physicians Convention Webinar](https://wallstreetalliancegroup.com/gujraticonvention/) - Join from PC, Mac, iPad, or Android: ZOOM LINK: https://us02web.zoom.us/j/86872127279 Phone one-tap: +13052241968,,86872127279# US +13092053325,,86872127279# US Join via audio: +1 305 224 1968 US +1 309 205 3325 US +1 312 626 6799 US (Chicago) +1 646 558 8656 US (New York) +1 646 931 3860 US +1 301 715 8592 US (Washington DC) +1
- [PPP Loan Forgiveness FAQ – By Syed Nishat](https://wallstreetalliancegroup.com/ppp-loan-forgiveness-faq-by-syed-nishat/) - Paycheck Protection Program Loan Forgiveness FAQ – by Syed Nishat During the COVID-19 pandemic, the United States government enacted the Paycheck Protection Program (PPP) to provide small businesses with the funds to keep themselves afloat during a very challenging time. These funds can be used to pay rent, employee salaries, mortgages, and utilities. One of
- [AAPI Webinar : Registration](https://wallstreetalliancegroup.com/aapiwebinar/) - AAPI webinar on Digital Estate Planning and Asset Protection
- [State of the Economy 2026: Aadil Zaman on Yahoo Finance](https://wallstreetalliancegroup.com/state-of-the-economy-2026-aadil-zaman-on-yahoo-finance/) -  State of the Economy 2026: Aadil Zaman on Yahoo Finance
- [AAPI Webinar : Registration](https://wallstreetalliancegroup.com/aapiwebinars/) - Geopolitical Risks and Portfolio Implication
- [AAPI Webinar : Registration](https://wallstreetalliancegroup.com/aapi-webinar-registration-2/) - AAPI Webinar with Syed Nishat CFP and Satheesh Kathula on Tariffs and Market Volatility
- [Fox Business: Aadil Zaman Discusses the 3 Phases of AI](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-the-3-phases-of-ai/) -  Fox Business: Aadil Zaman Discusses the 3 Phases of AI
- [JSMUAANA Webinar](https://wallstreetalliancegroup.com/jsmuaana/) - Please complete the form below to register and an invitation will be sent out to you. JOIN US FOR A WEBINAR Year End Tax & Estate Planning for Physicians DATE: Saturday, January 31, 2026 At 12:00 PM, Eastern Time Speaker: Keviin Shah, CPFA®, Wealth Manager, Wall Street Alliance Group Host: Farrukh Malik, Immediate Past President,
- [JSMUAANA Webinar: JOIN US FOR WEBINAR](https://wallstreetalliancegroup.com/jsmuaana-webinar/) - Please complete the form below to register and an invitation will be sent out to you. JOIN US FOR A WEBINAR Investment & Tax Planning Strategies During Market Decline DATE: October 23, Sunday at 8 pm (Eastern Time) Speaker: Aadil Zaman, MBA Partner at Wall Street Alliance Group As seen in: CNBC, Fox Business &
- [Bloomberg TV: Aadil Zaman Breaks Down the 2026 Stock Market Outlook](https://wallstreetalliancegroup.com/bloomberg-tv-aadil-zaman-breaks-down-the-2026-stock-market-outlook/) -  Bloomberg TV: Aadil Zaman Breaks Down the 2026 Stock Market Outlook
- [Market Outlook 2026- Wall Street Alliance Group](https://wallstreetalliancegroup.com/2026-market-outlook-wall-street-alliance-group/) - [pdf-embedder url="https://wallstreetalliancegroup.com/wp-content/uploads/2026/01/2026-Market-Outlook-PDF-final3.pdf" title="2026 Market Outlook PDF final3"]
- [OPEN Global Webinar](https://wallstreetalliancegroup.com/open/) - Please complete the form below to register and an invitation will be sent out to you. Tax & Estate Planning for Entrepreneurs DATE: Saturday, January 24, 2026 At 12:00 PM, Eastern Time Speakers: Keviin Shah, CPFA®, Wealth Manager, Wall Street Alliance Group Keviin. Shah, Financial Advisor at Wall Street Alliance Group As
- [CNBC: Aadil Zaman on the Coming Market Pullback and AI Handoff](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-on-the-coming-market-pullback-and-ai-handoff/) -  CNBC: Aadil Zaman on the Coming Market Pullback and AI Handoff
- [Yahoo Finance: Aadil Zaman Breaks Down the Handoff From AI Winners to AI Enablers](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-breaks-down-the-handoff-from-ai-winners-to-ai-enablers/) -  Yahoo Finance: Aadil Zaman Breaks Down the Handoff From AI Winners to AI Enablers
- [Gujarati Physicians Convention Webinar : Join Here](https://wallstreetalliancegroup.com/gujararti/) - CLICK HERE TO JOIN THE MEETING ZOOM Link: https://us02web.zoom.us/j/83236115670 Year End Tax Planning For Physicians DATE: November 19th, 2025, Wednesday at 8 pm ET Speakers: Syed Nishat CFP®, CPFA®, Partner at Wall Street Alliance Group Keviin. Shah, Financial Advisor at Wall Street Alliance Group As seen in Medscape, Medical Economics,
- [CNBC: Aadil Zaman on the Case for International Outperformance](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-on-the-case-for-international-outperformance/) -  CNBC: Aadil Zaman on the Case for International Outperformance
- [Yahoo Finance: Aadil Zaman on How Investors Should Position for Rate Cuts](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-on-how-investors-should-position-for-rate-cuts/) -  Yahoo Finance: Aadil Zaman on How Investors Should Position for Rate Cuts
- [CNBC: Aadil Zaman Predicts September Rate Cut — Fed Can’t Ignore the Signs](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-predicts-september-rate-cut-fed-cant-ignore-the-signs/) -  CNBC: Aadil Zaman Predicts September Rate Cut — Fed Can’t Ignore the Signs
- [Yahoo Finance: Aadil Zaman discusses how to benefit from AI in your portfolio](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-how-to-benefit-from-ai-in-your-portfolio/) -  Yahoo Finance: Aadil Zaman discusses how to benefit from AI in your portfolio
- [Yahoo Finance: Aadil Zaman discusses the importance of bonds in portfolios](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-the-importance-of-bonds-in-portfolios/) -  Yahoo Finance: Aadil Zaman discusses the importance of bonds in portfolios
- [CNBC: Aadil Zaman discusses Tariff impact on markets](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-tariff-impact-on-markets/) -  CNBC: Aadil Zaman discusses Tariff impact on markets
- [Fox Business: Aadil Zaman discusses impact of “Big Beautiful Bill”](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-impact-of-big-beautiful-bill/) -  Fox Business: Aadil Zaman discusses impact of “Big Beautiful Bill”
- [FAPI Webinar : Registration](https://wallstreetalliancegroup.com/fapi/) - Please complete the form below to register and an invitation will be sent out to you. Estate and Tax Planning For Physicians DATE: April 20th, 2024, Sunday at 12 pm ET Speakers: Syed Nishat CFP®, CPFA®, Partner at Wall Street Alliance Group Keviin. Shah, Financial Advisor at Wall Street Alliance Group As
- [AAPI Webinar : Registration](https://wallstreetalliancegroup.com/aapi-webinar-registration/) - AAPI Webinar with Syed Nishat CFP and Satheesh Kathula on Tariffs and Market Volatility
- [Yahoo Finance: Aadil Zaman discusses 2025 stock market outlook](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-2025-stock-market-outlook/) -  Yahoo Finance: Aadil Zaman discusses 2025 stock market outlook
- [Fox Business: Aadil Zaman discusses how to benefit from Trump’s Deregulation](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-how-to-benefit-from-trumps-deregulation/) -  Fox Business: Aadil Zaman discusses how to benefit from Trump's Deregulation
- [Gujarati Convention Webinar : Registration](https://wallstreetalliancegroup.com/gujaraticonvention/) - You are cordially invited to register for a Zoom webinar on Estate Planning and Tax Planning For Physicians with Ajeet Kothari and Syed Nishat, CFP®, CPFA® . When: Feb 26, 2025, WEDNESDAY, 08:00 PM Eastern Time (US and Canada) Please click the link below to join the webinar: CLICK HERE TO JOIN THE MEETING
- [CNBC: Aadil Zaman discusses how to benefit from AI-driven productivity](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-how-to-benefit-from-ai-driven-productivity/) -  CNBC: Aadil Zaman discusses how to benefit from AI-driven productivity
- [CNBC: Aadil Zaman discusses Post-Election Market Outlook](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-post-election-market-outlook/) -  CNBC: Aadil Zaman discusses Post-Election Market Outlook
- [AAPI Webinar : Registration](https://wallstreetalliancegroup.com/aapi/) - Please complete the form below to register and an invitation will be sent out to you. Estate and Tax Planning For Physicians DATE: December 15th, 2024, Sunday at 11 am ET Speaker: Syed Nishat CFP®, CPFA®, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes
- [Year End Tax & Estate Planning for Physicians](https://wallstreetalliancegroup.com/year-end-tax-estate-planning-for-physicians/) - Please complete the form below to register and an invitation will be sent out to you. JOIN US FOR A WEBINAR Year End Tax & Estate Planning for Physicians DATE: December 8th, Sunday at 8 pm (Eastern Time) Speaker: Aadil Zaman, MBA Partner at Wall Street Alliance Group As seen in: CNBC, Fox Business &
- [CNBC: Aadil Zaman discusses tech earnings](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-tech-earnings/) -  CNBC: Aadil Zaman discusses tech earnings
- [CNBC: Aadil Zaman discusses a possible market pullback and opportunities](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-a-possible-market-pullback-and-opportunities/) -  CNBC: Aadil Zaman discusses a possible market pullback and opportunities
- [CNBC: Aadil Zaman discusses how to protect your portfolio from Geopolitical risks](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-how-to-protect-your-portfolio-from-geopolitical-risks/) -  CNBC: Aadil Zaman discusses how to protect your portfolio from Geopolitical risks
- [Fox Business: Aadil Zaman discusses how to prepare your portfolio for rate cuts](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-how-to-prepare-your-portfolio-for-rate-cuts/) -  Fox Business: Aadil Zaman discusses how to prepare your portfolio for rate cuts
- [CNBC: Aadil Zaman discusses how consumers scaling back could cause market decline](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-how-consumers-scaling-back-could-cause-market-decline/) -  CNBC: Aadil Zaman discusses how consumers scaling back could cause market decline
- [CNBC: Aadil Zaman discusses self-driving software opportunity](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-self-driving-software-opportunity/) -  CNBC: Aadil Zaman discusses self-driving software opportunity
- [CNBC: Aadil Zaman discusses opportunity in Ride-Hailing](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-opportunity-in-ride-hailing/) -  CNBC: Aadil Zaman discusses opportunity in Ride-Hailing
- [CNBC: Aadil Zaman discusses opportunities in AI & Package Delivery](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-opportunities-in-ai-package-delivery/) -  CNBC: Aadil Zaman discusses opportunities in AI & Package Delivery
- [Fox Business: Aadil Zaman discusses opportunities in market decline](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-opportunities-in-market-decline/) -  Fox Business: Aadil Zaman discusses opportunities in market decline
- [CNBC: Aadil Zaman discusses importance of dividend focus](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-importance-of-dividend-focus/) -  CNBC: Aadil Zaman discusses importance of dividend focus
- [CNBC: Aadil Zaman discusses Airlines](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-airlines-2/) -  Wall Street Alliance Group Partner, Aadil Zaman, appeared on CNBC Power Lunch with Tyler Mathisen and Kelly Evans to discuss whether there is an opportunity in airlines for investors.
- [Advisor Hub Advisors To Watch: Syed Nishat](https://www.advisorhub.com/advisors-to-watch-under-1b-2-2024/#new_tab)
- [Deccan Alumni Association of North America Webinar](https://wallstreetalliancegroup.com/daana/) - EVENT DATE: June 19th, 2024, Wednesday at 9pm ET Please complete the form below to register and an invitation will be sent out to you. Deccan Alumni Association of North America Webinar June 19th, 2024, Wednesday at 9pm ET Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape,
- [Estate Planning: Top Three Mistakes to Avoid for Physicians by Syed Nishat](https://wallstreetalliancegroup.com/mistakes-on-estate-planning-physicians/) -  Wall Street Alliance Group Partner Syed Nishat discusses top three mistakes physicians make in their Estate Planning
- [FORBES Best-In-State Wealth Advisor : Syed Nishat](https://www.forbes.com/profile/syed-nishat/?sh=1a549606138b)
- [AAPI Webinar : Join us for Webinar](https://wallstreetalliancegroup.com/aapi-webinar-join-us-for-webinar-4/) - Please complete the form below to register and an invitation will be sent out to you. Investment, Tax & Estate Planning for Physicians DATE: May 15th, 2024, Wednesday, 8 pm ET​ Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Anjana
- [Last minute Tax Planning Tips For Physicians](https://wallstreetalliancegroup.com/last-minute-tax-planning-tips-for-physicians/) - Here are some tax planning strategies you can still put into action before April 15th deadline. 1. Qualifying for a QBI Deduction for personal income: For owners of many pass-through businesses, including architects and engineers, the Tax Cuts and Jobs Act (TCJA) of 2017 introduced a new tax break. The Qualified Business Income deduction is
- [Bloomberg TV: Aadil Zaman discusses 2024 Market Outlook](https://wallstreetalliancegroup.com/bloomberg-tv-aadil-zaman-discusses-2024-market-outlook/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Bloomberg in studio to discuss our 2024 Stock Market Outlook.
- [CNBC: Aadil Zaman discusses opportunities & areas to avoid in the market](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-opportunities-areas-to-avoid-in-the-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC Power Lunch to discuss opportunities to take advantage of and areas to avoid in this market
- [Schwab Network: Aadil Zaman discusses the Importance of Energy Exposure](https://wallstreetalliancegroup.com/schwab-network-aadil-zaman-discusses-the-importance-of-energy-exposure/) -  Aadil Zaman, Partner at Wall Street Alliance Group, in his interview at the New York Stock Exchange, explained how investors could benefit from energy exposure in their portfolios. Disclosure: personally own TSLA.
- [Fox Business: Aadil Zaman discusses how MSFT capitalized on Open AI fiasco](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-how-msft-capitalized-on-open-ai-fiasco/) -  Wall Street Alliance Group Partner, Aadil Zaman, appeared on Fox Business news to discuss how Microsoft capitalizes on OpenAI Fiasco. Disclosure: personally own MSFT.
- [AAPI Webinar : Join us for Webinar](https://wallstreetalliancegroup.com/aapi-webinar-join-us-for-webinar-3-2/) - Please complete the form below to register and an invitation will be sent out to you. Asset Protection & Estate Tax Planning For Physicians DATE: December 6th, 2023, Wednesday, 8 ET Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Anjana
- [CNBC: Aadil Zaman discusses Year End Rally](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-year-end-rally/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC in studio with Frank Holland and discussed a potential Year-End Rally in the market.
- [CNBC: Aadil Zaman discusses short-term correction & long-term opportunity](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-short-term-correction-long-term-opportunity/) -  Is market decline coming and will it be an opportunity? Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC with Frank Holland to discuss this.
- [TAPI Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/tapi-webinar-join-us-for-webinar/) - Please complete the form below to register and an invitation will be sent out to you. JOIN US FOR A WEBINAR Investment & Planning Strategies During Market Decline DATE: June 14th, Tuesday at 8 pm (Eastern Time) Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics,
- [AAPI Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/aapi-webinar-join-us-for-webinar-estateplanning/) - Please complete the form below to register and an invitation will be sent out to you. Investment & Tax Planning Strategies During Market Decline DATE: October 12th, Wednesday at 8 pm (Eastern Time) Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes
- [AKUAANA Webinar: JOIN US FOR WEBINAR](https://wallstreetalliancegroup.com/akuaana-webinarjoin-us-for-webinar/) - Please complete the form below to register and an invitation will be sent out to you. JOIN US FOR A WEBINAR Tax and Estate Planning & Asser Protection For Physicians Date: November 16th, Wednesday at 8 pm eastern time Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape,
- [AAPI Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/aapi-webinar-join-us-for-webinar-estateplanning/) - Please complete the form below to register and an invitation will be sent out to you. Estate Planning and Asset Protection Strategies For Physicians DATE: December 14th, Wednesday at 8 pm (Eastern Time) Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes
- [AAPI Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/aapi-webinar-join-us-for-webinar-3/) - Please complete the form below to register and an invitation will be sent out to you. Financial Planning in Current Banking Crisis DATE: March 29th, Wednesday at 8 pm (Eastern Time) Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Ravi
- [GAPI Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/gapi-webinar-join-us-for-webinar/) - Please complete the form below to register and an invitation will be sent out to you. Estate Planning and Asset Protection for Physicians DATE: May 24th 2023 , Wednesday, 8 pm ET Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts:
- [AAPI DI Chapter Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/aapi-di-chapter-webinar-join-us-for-webinar/) - Please complete the form below to register and an invitation will be sent out to you. Estate Planning and Tax Saving Strategies for Physicians DATE: September 23rd, 2023, Saturday at 3:30 pm CST Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts:
- [Gujarati Physicains Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/gujarati-physicains-webinar-join-us-for-webinar/) - Please complete the form below to register and an invitation will be sent out to you. Estate Planning and Asset Protection for Physicians DATE: June 25th, Sunday , 11 am ET Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Ajeet
- [BMANA Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/bmana-webinar-join-us-for-webinar-2/) - Please complete the form below to register and an invitation will be sent out to you. Estate Planning and Asset Protection for Physicians DATE: June 4th, Sunday, 2:30 pm ET Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Bashir Ahmed,
- [AAPI Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/aapi-webinar-join-us-for-webinar-estate-planning/) - Please complete the form below to register and an invitation will be sent out to you. Estate Planning and Tax Saving Strategies for Physicians DATE: June 28th, Wednesday, 8pm ET Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Ravi Kolli, MD, President
- [AAPI Webinar : Join us for Webinar](https://wallstreetalliancegroup.com/aapi-di-chapter-webinar-join-us-for-webinar-2/) - Please complete the form below to register and an invitation will be sent out to you. Estate Planning and Tax Saving Strategies for Physicians DATE: October 11th, 2023, Wednesday, 8 pm ET Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Anjana
- [Yahoo Finance: Aadil Zaman discusses big tech & big banks](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-big-tech-big-banks/) -  “Bigger is the new better” said Aadil Zaman, Partner at Wall Street Alliance Group, on Yahoo Finance in studio.
- [CNBC: Aadil Zaman discusses positive catalysts in the market](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-positive-catalysts-in-the-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC with Frank Holland to discuss how in the current market the positives outweigh the negatives.
- [Forbes: Andrew Goodman quoted about college planning](https://www.forbes.com/sites/robertfarrington/2023/04/10/stop-overpaying-for-college-find-financial-fit-in-your-admission-decision/?sh=3d6484b06cf6#new_tab)
- [SECURE ACT 2.0 For Physicians – Johan Vako](https://wallstreetalliancegroup.com/ssecure-act-2-0-johan-physicians/) -  Johan Vako of Wall Street Alliance Group Discusses SECURE ACT 2.0 for physicians.
- [Medical Economics: Silicon Valley Bank failure and What physicians need to know](https://www.medicaleconomics.com/view/silicon-valley-bank-failure-what-physicians-need-to-know#new_tab)
- [SECURE ACT 2.0: How does it effect Physician’s Financial Planning?](https://wallstreetalliancegroup.com/secure-act-2-0-how-does-it-effect-physicians-financial-planning/) - SECURE ACT 2.0: How does it effect Physician's Financial Planning? - by Johan Vako, Assistant Vice President of Wealth Management, Wall Street Alliance Group. As it was signed into law on Thursday, December 30, by President Biden, it’s a good time to look into what’s included in the SECURE 2.0 Act and how it could
- [High Inflation Adjustments To Your 2023 Tax Bill – by Johan Vako](https://wallstreetalliancegroup.com/high-inflation-adjustments-to-your-2023-tax-bill-johan-vako/) - High Inflation Adjustments To Your 2023 Tax Bill – by Johan Vako, Financial Analyst Johan Vako is a financial analyst at Wall Street Alliance Group. It has been a concerning year for consumers as we’ve watched inflation rising across the U.S., with higher prices affecting every area of people’s purchases, from gas to groceries. This
- [IRS Child Tax Credit FAQs – by Johan Vako](https://wallstreetalliancegroup.com/child-tax-credit-faqs-by-johan-vako/) - IRS Child Tax Credit FAQs – by Johan Vako, Financial Analyst Raising kids is a special kind of experience, full of excitement, pride, and challenges. One thing families have on their side is the child tax credit that is available for parents to claim as an expense on their annual tax returns. Recently, there were
- [Visionary Segment – Joann Woodrops from Wall Street Alliance Group](https://wallstreetalliancegroup.com/visionary-segment-joann-woodrops-from-wall-street-alliance-group/) -  Joann Woodrops of Wall Street Alliance Group - "The Rose That Grew from Concrete" – Ms. Woodrops addressed the art of manifestation to drive growth in business and personal lives on Advisor Group W Forum.
- [Fox Business: Aadil Zaman discusses opportunities in 2023](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-opportunities-in-2023/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Fox Business with Liz Claman on the Claman Countdown to discuss opportunities in this market in 2023. Disclosure: personally own AMZN & BRK-B.
- [AAPI Webinar on Estate Planning: Syed Nishat with AAPI President Ravi Kolli](https://wallstreetalliancegroup.com/aapi-webinar-on-estate-planning-syed-nishat-with-aapi-president-ravi-kolli/) -  AAPI(American Association of Physicians of Indian Origin ) Webinar on Estate Planning & Asset Protection for Physicians with Ravi Kolli MD and Syed Nishat
- [Medical Economics: 2023 Stock market outlook](https://www.medicaleconomics.com/view/2023-stock-market-outlook#new_tab)
- [CNBC: Aadil Zaman discusses opportunities & vulnerabilities in the market](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-opportunities-vulnerabilities-in-the-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC with Dominic Chu to discuss how investors should be positioning in this market going into 2023. Disclosure: Personally own MSFT & Alphabet.
- [TD Ameritrade Network: Aadil Zaman evaluates sector leadership in the market](https://wallstreetalliancegroup.com/td-ameritrade-network-aadil-zaman-evaluates-sector-leadership-in-the-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on the New York Stock Exchange on TD Ameritrade Network where he got into which sectors in our view will lead the market. Disclosure: personally own JPM, V, META & AMZN.
- [Physician's Money Digest: Syed Nishat discusses inflation reduction act](https://wallstreetalliancegroup.com/physicians-money-digest-syed-nishat-discusses-inflation-reduction-act/) -  Medical Economics Editor Director Chris Mazzolini sat down with Wall Street Alliance Group partner Syed Nishat and discussed about Inflation Reduction Act and how it effects physicians.
- [Forbes: Syed Nishat quoted about ESG Rule](https://www.forbes.com/sites/chriscarosa/2022/11/23/dols-new-esg-rule-unremarkable/?sh=63dda4a1adad#new_tab)
- [ThinkAdvisor: Syed is a Finalist of the ThinkAdvisor Luminary Award 2022 in the Community Impact category](https://www.thinkadvisor.com/2022/11/01/luminaries-2022-finalists-community-impact-individuals/)
- [AAPI webinar: AAPI President Ravi Kolli MD with Syed Nishat](https://wallstreetalliancegroup.com/aapi-webinar-aapi-president-ravi-kolli-md-with-syed-nishat/) -  AAPI(American Association of Physicians of Indian Origin ) Webinar on Investment and Tax Planning during market decline with Ravi Kolli MD and Syed Nishat
- [CNBC: Aadil Zaman analyzes Pharma & Tech opportunities in market decline](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-analyzes-pharma-tech-opportunities-in-market-decline/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC with Scott Wapner to discuss stocks on our watchlist: Microsoft, Alphabet and Pfizer in this market decline. Disclosure: Personally own MSFT & Alphabet.
- [KevinMD: Syed Nishat discusses Tax Planning Tips For Physicians](https://wallstreetalliancegroup.com/kevinmd-syed-nishat-discusses-tax-planning-tips-for-physicians/) -  Syed Nisht, Partner at Wall Street Alliance Group, appeared on KevinMD with Kevin Pho to discuss about Tax Planning Tips For Physicians.
- [Fox Business: Aadil Zaman discusses a Warren Buffet favorite](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-a-warren-buffet-favorite/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Fox Business with Liz Claman on the Claman Countdown to discuss an opportunity that both Warren Buffet and him are seeing in this market. Disclosure: personally own AAPL.
- [Medical Economics: Inflation Reduction Act effect on physicians](https://www.medicaleconomics.com/view/tax-increases-coming-what-physicians-need-to-know-about-the-inflation-reduction-act#new_tab)
- [CNBC: Aadil Zaman discusses opportunities in Financials & Cloud Technology](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-opportunities-in-financials-cloud-technology/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC with Scott Wapner to discuss opportunities in financial and technology sectors on market decline. Disclosure: Personally own JPM, AMZN, MSFT & Alphabet
- [Yahoo Finance: Aadil Zaman discusses how to navigate market decline](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-how-to-navigate-market-decline/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Yahoo Finance in studio to discuss how investors should navigate the current market decline.
- [ThinkAdvisor: Syed Nishat is a ThinkAdvisor 2022 Luminaries Awards Finalist](https://www.thinkadvisor.com/2022/06/22/meet-the-luminaries-class-of-2022-finalists/#new_tab)
- [BMANA: Webinar recording on market volatility](https://wallstreetalliancegroup.com/bmana-webinar-recording-on-market-volatility/) -  Syed Nishat partner at Wall Street Alliance group sat down with BMANA President Dr. Bashir Ahmed and discussed about investment strategies during market decline.
- [TAPI Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/tapi/) - Please click the link below to join the webinar: https://us02web.zoom.us/j/83355007646?pwd=aGV5S3lIMDkzV2lLdnFGTUM2Q2xlZz09 Passcode: 655223 Or One tap mobile : US: +13126266799,,83355007646#,,,,*655223# or +16465588656,,83355007646#,,,,*655223# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 312 626 6799 or +1 646 558 8656 or +1 301 715 8592 or +1 346 248
- [BMANA Webinar: Join us for Webinar](https://wallstreetalliancegroup.com/bmana-webinar-join-us-for-webinar/) - Investment & Planning Strategies During Market Decline DATE: June 19th, Sunday at 1:30 pm (Eastern Time) Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes Hosts: Bashir Ahmed, MD, Acting President Topics: Market Outlook Current and Future Trend ROTH Conversation Tax Loss
- [Medscape: Scary Stock Market-What Should Docs Do With Their Money?](https://www.medscape.com/viewarticle//974557?src?src=soc_fb_220601_mscpedt_news_mdscp_mdd&faf=1#new_tab) - Article by Syed Nishat about market volatility and what should docs do with their money published in Medscape.
- [Fox Business: Aadil Zaman discusses buying opportunity in market sell-off](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-buying-opportunity-in-market-sell-off/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Fox Business with Liz Claman on the Claman Countdown to discuss buying opportunities in this market sell-off. Disclosure: personally own COST, AMZN, V & JPM.'
- [Cheddar News: Aadil Zaman discusses investment approach in Volatile Market](https://wallstreetalliancegroup.com/cheddar-news-aadil-zaman-discusses-investment-approach-in-volatile-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Cheddar News to discuss our investment approach in the current volatile market. Disclosure: Personally own AMZN, MSFT & Alphabet.
- [Bloomberg Radio: Aadil Zaman discusses geopolitical tensions impact on stock market](https://wallstreetalliancegroup.com/bloomberg-radio-aadil-zaman-discusses-geopolitical-tensions-impact-on-stock-market/) -  Aadil Zaman, Partner Wall Street Alliance Group, appeared on Bloomberg Radio to discuss how investors should navigate current geopolitical tensions, interest rate hikes and rising prices of oil and food. Disclosure: personally own AAPL &TSLA.
- [CNBC: Aadil Zaman discusses Tesla, Netflix & Deere stocks](https://wallstreetalliancegroup.com/cnbc-aadil-zaman-discusses-tesla-netflix-deere-stocks/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on CNBC to discuss Tesla, Netflix and Deere stocks. Disclosure: Personally own TSLA & NFLX.
- [InvestmentNews: Syed Nishat recognized as Excellence in Diversity, Equity and Inclusion Award Winner](https://www.dandiin.com/individual-awards/see-it-be-it-role-model-24/#new_tab)
- [Cheddar News: Aadil Zaman discusses Russia Tensions impact on stock market](https://wallstreetalliancegroup.com/cheddar-news-aadil-zaman-discusses-russia-tensions-impact-on-stock-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Cheddar News to discuss the impact of Russia tensions on the stock market and how investors should prepare. Disclosure: personally own MSFT & GOOGL.
- [AKUAANA Webinar: Syed Nishat discusses Tax and Estate Planning For Physicians](https://wallstreetalliancegroup.com/akuaana-webinar-syed-nishat-discusses-tax-and-estate-planning-for-physicians/) -  AKUAANA: Syed Nishat discusses with Faisal Qureshi MD MBA and Dr. Abdul Waheed about Tax and Estate Planning for physicians
- [Meeting: Society of Hospital Medicine Indiana Chapter](https://events.eventzilla.net/e/indiana-chapter-meeting-2138816700#new_tab)
- [Webinar: Syed Nishat discusses financial planning for senior citizens](https://wallstreetalliancegroup.com/webinar-syed-nishat-discusses-financial-planning-for-senior-citizens/) -  Senior Citizen Financial Planning Webinar: Syed Nishat discusses importance of Financial Planning during retirement with Dr. Rajesh Sheth
- [Bloomberg Radio: Aadil Zaman discusses Earnings euphoria & Inflation concern](https://wallstreetalliancegroup.com/bloomberg-radio-aadil-zaman-discusses-earnings-euphoria-inflation-concern/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Bloomberg Radio to discuss Earnings euphoria and Inflation concern. Disclosure: Personally own GOOGL, MSFT & TSLA.
- [Fox Business: Aadil Zaman discusses Facebook stock](https://wallstreetalliancegroup.com/fox-business-aadil-zaman-discusses-facebook-stock/) -   Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Fox Business to discuss Facebook stock and the company’s all in focus on Metaverse. Disclosure: Personally own FB.
- [Medical Economics: Article by Syed Nishat](https://www.medicaleconomics.com/view/physician-2022-financial-planning-checklist#new_tab)
- [Yahoo Finance: Aadil Zaman discusses 2022 Stock Market Outlook](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-2022-stock-market-outlook/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Yahoo Finance Live to discuss 2022 Stock Market Outlook. Disclosure: Personally own AMZN, AAPL, GOOGL, NFLX, MSFT & TSLA.
- [Bloomberg Radio: Aadil Zaman Discusses Year-End Market Volatility](https://wallstreetalliancegroup.com/bloomberg-radio-aadil-zaman-discusses-year-end-market-volatility/) -  Wall Street Alliance Group Partner, Aadil Zaman, appeared on Bloomberg Radio to discuss Omicron spreading like wildflower and impact on investor perception and markets going into 2022.
- [Year End Charitable Tax Planning - By Syed Nishat](https://wallstreetalliancegroup.com/year-end-charitable-tax-planning-by-syed-nishat/) - Year End Charitable Tax Planning by Syed Nishat While establishing an estate plan, looking out for your beneficiaries may not be the only thing on your mind. As a member of your community, with your own special interests, you may be wondering how you can best maximize your charitable giving while also earning year-end tax
- [Cheddar News: Aadil Zaman discusses Omicron Variant Volatility](https://wallstreetalliancegroup.com/cheddar-news-aadil-zaman-discusses-omicron-variant-volatility/) -  Aadil Zaman, Partner at Wall Street Alliance Group, joined Cheddar News to discuss the impact of omicron variant on markets. Disclosure: personally own Alphabet.
- [Reuters TV: Aadil Zaman discusses inflation surge will lead to market correction](https://wallstreetalliancegroup.com/reuters-tv-aadil-zaman-discusses-inflation-surge-will-lead-to-market-correction/) -  Aadil Zaman, Wall Street Alliance Group Partner, was featured on Reuters TV where he discussed how inflation surge will lead to a market fall.
- [Medical Economics: Syed Nishat discusses 2021 Year-End Tax Planning Tips for physicians](https://wallstreetalliancegroup.com/medical-economics-syed-nishat-discusses-2021-year-end-tax-planning-tips-for-physicians/) -  Medical Economics: Syed Nishat discusses 2021 Year-End Tax Planning for physicians
- [Yahoo Finance: Aadil Zaman discusses key takeaways from Fed Meeting](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-key-takeaways-from-fed-meeting/) -  Replacing Fed Chair Powell could cause a pullback in U.S. equities” Aadil Zaman partner Wall Street Alliance Group appeared on Yahoo Finance to discuss Fed Outlook and its impact on the stock market.
- [Physicians Practice: Syed Nishat discusses Biden’s Tax Law](https://wallstreetalliancegroup.com/physicians-practice-syed-nishat-bidens-tax-law/) -  Physicians Practice: Syed Nishat discusses how Biden’s New 2021 Tax Law: How it will affect independent practices
- [GA APPNA: Year End  Tax Planning](https://wallstreetalliancegroup.com/ga-appna/)
- [Yahoo Finance: Aadil Zaman discusses earnings outlook](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-earnings-outlook/) - Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Yahoo Finance Live with Alexis Christoforous to discuss expectations for Q3 earnings season, big banks, and the economic recovery. Please click below to watch the interview. Disclosure: Personally own COST & FB.
- [Cheddar News: Aadil Zaman discusses job report and debt ceiling deal impact on stock market](https://wallstreetalliancegroup.com/cheddar-news-aadil-zaman-discusses-job-report-and-debt-ceiling-deal-impact-on-stock-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Cheddar News with Baker Machado to discuss the huge impact of jobs report and the possibility that dealings in Washington could cause a big correction in the markets soon. Disclosure: Personally own NKE & FDX.
- [APPNA DMV Webinar: Syed Nishat discusses with Dr. Tayyib Rana, Dr. Habib Chotani and Dr. Samia Piracha](https://wallstreetalliancegroup.com/appna-dmv-webinar-syed-nishat-discusses-with-dr-tayyib-rana-dr-habib-chotani-and-dr-samia-piracha/) -  APPNA DMV Webinar about Year End Tax Planning and Asset Protection for Physicians, Hosted by Tayyib Rana MD, Samia Piracha MD & Habib Chotani MD and Syed Nishat.
- [APPNA DMV:JOIN US FOR WEBINAR](https://wallstreetalliancegroup.com/appnadmv/) - Please complete the form below to register and an invitation will be sent out to you. JOIN US FOR A WEBINAR Tax and Estate Planning For Physicians DATE: October 3rd , 2021, 8 pm, Sunday (Eastern Time) Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen in Medscape, Medical Economics,
- [HHS Relief Funding Reporting FAQs - by Syed Nishat](https://wallstreetalliancegroup.com/hhs-relief-funding-reporting-faqs-by-syed-nishat/) - Frequently Asked Questions about Provider Relief Fund Reporting - By Syed Nishat During the COVID-19 pandemic, many healthcare facilities were able to utilize the Provider Relief Fund to provide a financial cushion during the challenging time. For those who received at least $10,000 during the first half of 2020, the reporting requirement deadline is 9/30/2021,
- [Physicians Practice: Syed Nishat discusses LLC vs S-Corp](https://wallstreetalliancegroup.com/physicians-practice-syed-nishat-discusses-llc-vs-s-corp/) -  Syed Nishat discusses in Physicians Practice expert panel about LLC vs. S-Corp: What is the best structure for tax savings? The difference between these two structures and which is best for independent practices.
- [HHS Announced Additional Funding - by Syed Nishat](https://wallstreetalliancegroup.com/hhs-announced-additional-funding-by-syed-nishat/) - HHS Announces the Availability of $25.5 Billion in COVID-19 Provider Funding According to HHS website: The U.S. Department of Health and Human Services (HHS), through the Health Resources and Services Administration (HRSA), is making $25.5 billion in new funding available for health care providers affected by the COVID-19 pandemic. This funding includes $8.5 billion in
- [Medial Economics: Article about cryptocurrency](https://www.medicaleconomics.com/view/5-questions-physicians-should-ask-about-cryptocurrency#new_tab)
- [kevinmd.com: SLAT for Physicians](https://www.kevinmd.com/blog/2021/08/slat-an-important-estate-planning-strategy-for-physicians-to-lower-president-bidens-estate-tax.html#new_tab)
- [Article: Cash Balance Plan by Syed Nishat](https://wallstreetalliancegroup.com/tax-planning-cash-balance-plan/) - Cash Benefit plan save substantial amount of taxes. If you only have a 401k Plan, or profit-sharing plan, you may not be getting the maximum allowable contribution. For example, in 401k PS plan, the maximum you can contribute is $60,000 (Age over 60) vs in a Cash Balance Plan, you can contribute as high as
- [Employee Retention Tax Credit- FAQs by Syed Nishat](https://wallstreetalliancegroup.com/employee-retention-tax-credit-faqs-by-syed-nishat/) - Employee Retention Tax Credit FAQs - by Syed Nishat The COVID-19 pandemic has had long-term effects on our county, and small business owners have felt that in a particularly pinching way even now that some aspects of life have begun to normalize in the US. There were several tax breaks that were passed over the
- [APPNA YPC: Syed Nishat discusses with Dr. Namirah Jamshed about Financial Planning for physicians](https://wallstreetalliancegroup.com/appna-ypc-syed-nishat-discusses-with-dr-namirah-jamshed-about-financial-planning-for-physicians/) -  Syed Nishat and Chair of the APPNA YPC committee Dr. Namirah Jamshed speak about financial planning for young physicians and residents.
- [Yahoo Finance: Aadil Zaman discusses Delta Variant Impact on Stock Market](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-delta-variant-impact-on-stock-market/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Yahoo Finance to discuss impact of the delta variant on stock market.
- [Syed Nishat discusses residents and young physicians financial planning with Dr. Ahmed Sheikh](https://wallstreetalliancegroup.com/syed-nishat-discusses-residents-and-young-physicians-financial-planning-with-dr-ahmed-sheikh/) -  Young Residents and Physicians have unique financial planning needs. Syed Nishat discusses with Dr. Ahmed Sheikh about financial planning for young physicians
- [ASPPA: Syed Nishat quoted in ASPPA about Fiduciary duties of Plan sponsors.](https://www.asppa-net.org/news/don’t-ignore-often-overlooked-fiduciary-duties#new_tab) - Plan administration can be complicated, and unfortunately, missing a step can be easy. Syed Nishat quoted in American Society of Pensions Professional and Actuaries.
- [Market Outlook on Yahoo Finance](https://wallstreetalliancegroup.com/2517-2/) - Market Outlook on Yahoo Finance
- [Medical Economics: Syed Nishat discusses the importance of Estate Planning for physicians](https://wallstreetalliancegroup.com/medical-economics-syed-nishat-discusses-the-importance-of-estate-planning-for-physicians/) -  Syed Nishat sat down with Chris Mazzolini of Medical Economics and discuss about the importance of Estate Planning for Physicians and upcoming Tax changes proposed by Biden Administration.
- [TAPO TALKS Podcast: Syed Nishat discusses Using 401ks to Help Frontline Workers.](https://wallstreetalliancegroup.com/tapo-podcast-401ks-to-help-frontline-workers-2/) - Syed Nishat, Partner at Wall Street Alliance Group, discusses with John Sullivan from 401k Specialist Magazine about unique challenges physicians office face during the pandemic and how his firm were able to help. TAPO TALKS is an informative monthly podcast that highlights Top Advisors By Participant Outcomes (TAPOs) in 401k Specialist Magazine.
- [Kevinmd.com: Syed Nishat discusses with Kevin Pho about Estate Planning Mistakes For Physicians to Avoid](https://wallstreetalliancegroup.com/kevinmd-syed-nishat-estate-planning-mistakes-physicians-to-avoid-2/) -  Syed Nisht, Partner at Wall Street Alliance Group, appeared on KevinMD with Kevin Pho to discuss about Estate Planning Mistakes For Physicians To Avoid.
- [Kevinmd.com: Syed Nishat discusses with Kevin Pho about Estate Planning Mistakes For Physicians to Avoid](https://wallstreetalliancegroup.com/kevinmd-syed-nishat-estate-planning-mistakes-physicians-to-avoid/) -  Syed Nisht, Partner at Wall Street Alliance Group, appeared on KevinMD with Kevin Pho to discuss about Estate Planning Mistakes For Physicians To Avoid.
- [Syed Nishat discusses with Dr. Suresh Lohano about Estate Planning for Physicians](https://wallstreetalliancegroup.com/syed-nishat-with-dr-suresh-lohano-estate-planning-physicians/) - Syed Nishat discusses with Dr. Suresh Lohano about Estate & Tax Planning for Physicians.
- [TAPO TALKS Podcast: Syed Nishat discusses Using 401ks to Help Frontline Workers.](https://wallstreetalliancegroup.com/tapo-podcast-401ks-to-help-frontline-workers/) - Syed Nishat, Partner at Wall Street Alliance Group, discusses with John Sullivan from 401k Specialist Magazine about unique challenges physicians office face during the pandemic and how his firm were able to help. TAPO TALKS is an informative monthly podcast that highlights Top Advisors By Participant Outcomes (TAPOs) in 401k Specialist Magazine.
- [KevinMD.com: Webinar on Biden's Tax Proposal and Effect on Financial Planning for Physicians](https://wallstreetalliancegroup.com/medical/)
- [Residents and Young Physicians Financial Planning Webinar](https://wallstreetalliancegroup.com/residents-and-young-physicians-financial-planning-webinar/) - Please join Wall Street Alliance Group and APPNA YPC Group to discuss about financial planning strategies for residents and young physicians with Dr. Namirah Jamshed on Saturday July 24th at 11 am EST. Date: Saturday July 24th at 11 am EST. Speaker: Syed Nishat, BFA Host: Dr. Namirah Jamshed Topics: Financial Planning for Residents and
- [Physicians Practice: Article by Syed Nishat outlining best business structure for physicians practice.](https://www.physicianspractice.com/view/physicians-practice-business-structures)
- [Cheddar News: Aadil Zaman discusses Stocks that benefit from Inflation, Infrastructure Deal & Reopening](https://wallstreetalliancegroup.com/cheddar-news-aadil-zaman-discusses-stocks-that-benefit-from-inflation-infrastructure-deal-reopening/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Cheddar News with Kristen Scholer and discussed stocks that could benefit from inflation, President Biden's infrastructure deal and global reopening. Disclosure: We personally own Amazon.com.
- [Can You Use IRA Funds To Purchase Your House? - Syed Nishat](https://wallstreetalliancegroup.com/can-you-use-ira-funds-to-purchases-your-house-syed-nishat/) - IRA Withdrawals for Home Purchases: A Good Use of Retirement Saving? - by Syed Nishat One of the cardinal rules of IRA accounts is that they can’t be touched without a significant penalty before the account owner has reached age 59 ½. Any withdrawals before that would ordinarily be hit with a 10% penalty on
- [Yahoo Finance: Aadil Zaman discusses American consumers to return with “revenge buying”](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-american-consumers-to-return-with-revenge-buying/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Yahoo Finance with Alexis Christoforous and Kristin Myers to discuss return of American consumer with revenge buying, restaurant investment opportunities as well as hidden gems in the biotech sector. Disclosure: We personally own Alphabet, Amazon and Chipotle.
- [Bloomberg Radio: Aadil Zaman discusses Investments that benefit from Inflation](https://wallstreetalliancegroup.com/bloomberg-radio-aadil-zaman-discusses-investments-that-benefit-from-inflation/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on Bloomberg Radio with Paul Sweeney and Matt Miller to discuss investments that benefit from inflation as well as the pending infrastructure package. Disclosure: We personally own Amazon, Uber and Lyft.
- [TD Ameritrade Network: Aadil Zaman discusses Shortages, Inflation & Semiconductor Investments](https://wallstreetalliancegroup.com/td-ameritrade-network-aadil-zaman-discusses-shortages-inflation-semiconductor-investments/) -  Aadil Zaman, Partner at Wall Street Alliance Group, appeared on TD Ameritrade Network “Market on Close” show with Oliver Renick to discuss dominant investment themes related to shortages, inflation and opportunities in the semiconductor sector. Disclosure: We personally own JPMorgan Chase & Co. (JPM), Intel Corporation (INTC) and SPDR Gold Shares (GLD).
- [What is the effect of INFLATION on your investment? - by Syed Nishat](https://wallstreetalliancegroup.com/what-is-the-effect-of-inflation-on-your-investment-by-syed-nishat/) - What is the effect of INFLATION on your investment? - by Syed Nishat As the world re-opens and businesses get moving again, people have become concerned about a rise in inflation affecting the cost of the things they purchase for everyday needs, including homes, rent, vehicles, groceries, and appliances. There is an expectation of a
- [Cheddar News: Aadil Zaman discusses Big Tech Earnings & Biden’s Infrastructure Plan](https://wallstreetalliancegroup.com/cheddar-news-aadil-zaman-discusses-big-tech-earnings-bidens-infrastructure-plan/) - Wall Street Alliance Group Partner, Aadil Zaman, appeared on Cheddar News Wake up with Cheddar show with Jill Wagner to break down the Big Tech earnings and discuss our firm’s strategic investment views in light of President Biden’s Infrastructure Plan. Disclosure: We personally own Microsoft Corporation (MSFT), Alphabet Inc. (GOOGL), Amazon.com, Inc. (AMZN), Facebook, Inc.
- [Yahoo Finance: Wealth Preservation Strategies](https://wallstreetalliancegroup.com/yahoo-finance-aadil-zaman-discusses-wealth-preservation-strategies/) - Wall Street Alliance Group Partner, Aadil Zaman joins Yahoo Finance’s On The Move panel to explain why it’s important for physicians to implement wealth preservation strategies during the coronavirus pandemic.
- [Medical Economics: How physicians can protect assets.](https://wallstreetalliancegroup.com/medicaleconomics/)
- [Medical Economics: Tax and Financial Planning for physicians - by Syed Nishat](https://wallstreetalliancegroup.com/medical-economics-tax-and-financial-planning-for-physicians-by-syed-nishat/)
- [Syed Nishat discusses with Dr. Malhotra and Dr. Chhabra about Financial Planning for Physicians](https://wallstreetalliancegroup.com/aapi-qli-syed-nishat-biden/) - Syed Nishat discusses with Dr. Abhay Malhotra and Dr. Inderpal Chhabra of American Association of Physicians of Indian Origin of Queens & Long Island, Inc (AAPI QLI) about Biden’s Tax Plan and Effect on Estate & Tax Planning for Physicians.
- [401k Specialist Top Advisor: Syed Nishat featured as Top Advisor in 401k Specialist Magazine](https://401kspecialistmag.com/may-top-advisor-by-participant-outcomes-tapo-syed-nishat/#new_tab)
- [JOIN US FOR A WEBINAR](https://wallstreetalliancegroup.com/webinar-on-biden-tax-proposal-and-effect-on-tax-and-estate-planning/) - Please complete the form below to register and an invitation will be sent out to you. JOIN US FOR A WEBINAR Biden's Tax Bill and Effect on Estate and Tax Planning For Physicians DATE: April 25, 2021, 11 am (Eastern Time) Speaker: Syed Nishat, Partner at Wall Street Alliance Group As seen
- [What's In Biden's Infrastructure Plan? - by Syed Nishat](https://wallstreetalliancegroup.com/whats-in-bidens-infrastructure-bill-by-syed-nishat/) - What’s in Biden’s infrastructure Plan? – by Syed Nishat The Biden Infrastructure Plan: Changes and Opportunities Media has been full of different takes on the proposed infrastructure and jobs bill that President Biden announced recently. The package is a far-reaching plan with a $2 trillion cost attached; the bill looks to repair, build, and expand
- [401k Specialists: Article by Syed Nishat about SECURE Act Stretch IRA solutions](https://401kspecialistmag.com/the-stretch-ira-went-away-with-the-secure-act-here-are-other-options/)
- [KevinMD: Article by Syed Nishat about Cost Segregation Strategies](https://www.kevinmd.com/blog/2021/03/cost-segregation-an-underutilized-strategy-for-physicians-who-own-real-estate.html#new_tab)
- [401k Specialist: Article by Syed Nishat about 8 Mistakes to Avoid When Administering a 401k Plan](https://401kspecialistmag.com/8-mistakes-to-avoid-when-administrating-a-401k-plan/#new_tab)
- [What Biden's Tax Plan Means for your Financial Plan? - by Syed Nishat](https://wallstreetalliancegroup.com/what-bidens-tax-plan-means-for-your-financial-plan-by-syed-nishat/) - President Biden’s proposed Tax Plan and what it could mean to you by Syed Nishat, Partner at Wall Street Alliance Group With the transition to a new administration in the White House, there are upcoming changes on many fronts. An analysis of the tax plan President Joe Biden released while campaigning gives an idea of
- [What's in Biden's 1.9 Trillion Stimulus Package? - by Syed Nishat](https://wallstreetalliancegroup.com/whats-in-bidens-1-9-trillion-stimulus-package-by-syed-nishat/) - What's in Biden's 1.9 Trillion Stimulus Package? - by Syed Nishat Congress’ stimulus plans in March and December of 2020 to help individuals and businesses alike were important measures to keep America going during the COVID-19 pandemic and the economic upheaval that it caused the country. A third incoming bill is aimed at continued recovery
- [What are new changes in PPP for small business? - by Syed Nishat](https://wallstreetalliancegroup.com/what-are-new-changes-in-ppp-for-small-business-by-syed-nishat/) - What are new changes in PPP for small business? - by Syed Nishat During the COVID-19 pandemic, the United States government enacted the first round of Paycheck Protection Program (PPP) on March 27, 2020 to provide small businesses with the funds to keep themselves afloat during a very challenging time. These funds can be used
- [USNEWS: Syed Nishat quoted in USNEWS about Social Security](https://money.usnews.com/money/retirement/social-security/articles/how-to-apply-for-social-security)
- [Medical Economics: Article by Syed Nishat about Cash Balance Plan for physicians](https://www.medicaleconomics.com/view/cash-balance-plans-what-physicians-need-to-know#new_tab)
- [Medscape: Article by Syed Nishat about 10 Last-Minute tax moves](https://www.medscape.com/viewarticle/945786?src=soc_fb_210220_mscpedt_news_mdscp_taxadvice&faf=1#new_tab)
- [Forbes: Syed Nishat quoted in Forbes about IRA account challenges](https://www.forbes.com/sites/chriscarosa/2021/02/08/5-big-issues-facing-your-ira-and-how-to-resolve-them/)
- [Plansponsor Interview: Syed Nishat's interviewed about Cash Balance Plan](https://www.plansponsor.com/in-depth/renewed-interest-db-plans/#new_tab)
- [Gobankingrates: Syed Nishat quoted about tips to include your partner in financial matters](https://www.gobankingrates.com/money/financial-planning/tips-make-sure-partner-same-financially/#new_tab)
- [BenefitsPro: Syed Nishat Quoted about GameStop shortsqueeze](https://www-benefitspro-com.cdn.ampproject.org/c/s/www.benefitspro.com/2021/02/01/what-the-gamestop-short-squeeze-could-mean-for-retirement-savings/?amp=1#new_tab)
- [Medscape: Op-ed by Syed Nishat and Aadil Zaman about asset protection](https://www.medscape.com/viewarticle/944577?src=soc_fb_210206_mscpedt_news_mdscp_lawsuits&faf=1#new_tab)
- [Legalzoom: Syed Nishat Quoted about PPP loan taxes](https://www.legalzoom.com/articles/how-will-ppp-loans-be-taxed#new_tab)
- [New Covid19 Bill and PPP2 FAQs- By Syed Nishat](https://wallstreetalliancegroup.com/newcovid19bill-syed-nishat/) - FAQs about the New COVID-19 Bill and PPP2 Loan- by Syed Nishat Congress has passed a new COVID-19 Relief Bill looking to extend aid for citizens and businesses as the pandemic continues ahead of the vaccine rollout. This new bill includes important items such as increased tax deductions related to loan forgiveness as well as
- [Steps to take to achieve financial goals for 2021- by Syed Nishat](https://wallstreetalliancegroup.com/financial-goals-syed-nishat/) - What are the steps to take to achieve financial goals for 2021? - by Syed Nishat Keeping track of your financial goal may look like a daunting task. However, breaking them down into simple steps allows for manageable goals that will get an investor into a good position for a financially secure future. Automatic enrollment
- [Importance of Will – by Syed Nishat](https://wallstreetalliancegroup.com/ten-plus-reason-for-will-syed-nishat/) - 10 plus reasons to a have a Will as soon as possible – by Syed Nishat Estate Planning is one of the most important but most neglected aspects for investors who may think that they don’t need to be concerned about it yet. As recent events, including the COVID-19 pandemic, have shown, life is uncertain.
- [Forbes: Syed Nishat quoted about Back Door ROTH](https://www.forbes.com/sites/chriscarosa/2020/12/19/have-you-missed-these-year-end-retirement-planning-moves/#new_tab)
- [PLANSPONSOR: Article by Syed Nishat about Biden Retirement Plan Reform](https://www.plansponsor.com/democrats-take-control-senate-mean-retirement-plan/#new_tab)
- [Op-Ed: Physicians Need to Plan for Their Own Financial Health by Syed Nishat and Aadil Zaman](https://www.medpagetoday.com/publichealthpolicy/generalprofessionalissues/89376?xid=fb_o&trw=no&fbclid=IwAR0qJmrV2xsYG3WIBEAFpZo1BwumhaO1jG9Pg0NVgggD3JhDXCxtQN_Zixs#new_tab) - By Syed Nishat and Aadil Zaman Op-Ed: Physicians Need to Plan for Their Own Financial Health — Here's how to start As we write this, one of our physician clients is in a Dallas hospital waiting for a lung transplant. As a pulmonologist, he has treated hundreds of patients with lung conditions, and was
- [Tax Planning: Why NOL is important for year 2020? - By Syed Nishat](https://wallstreetalliancegroup.com/tax-planning-why-nol-is-important-for-year-2020-by-syed-nishat/) - Why NOL is important for year Tax Year 2020? - By Syed Nishat Net Operating Losses, the CARES Act, and Your Taxes in 2020 In the tax and accounting aspect of your business, you have likely come across the concept of NOL, or net operating losses. Net operating losses occur when business activity for a
- [14 End of Year Tax Tips - By Syed Nishat](https://wallstreetalliancegroup.com/14-end-of-year-tax-tips-by-syed-nishat/) - 14 Important end of year tax planning tips – by Syed Nishat With a turbulent 2020 drawing to a close, it may seem like the end of year is already here and there’s nothing left to be done for your finances. However, there are some tax planning strategies you can still put into action to
- [Yahoo Finance: Impact of Biden & Vaccine on stock market](https://wallstreetalliancegroup.com/yahoo-finance-impact-of-biden-vaccine-on-stock-market/) - Wall Street Alliance Partner, Aadil Zaman, appeared on Yahoo Finance to discuss with Alexis Christoforous about impact of Biden Presidency and Vaccine news on the stock market and how investors need to prepare.
- [Reuters: Aadil Zaman quoted about AAPL](https://www.reuters.com/article/idUSKBN2672ZF#new_tab)
- [Addressing the Covid 19 Financial Crisis](https://wallstreetalliancegroup.com/addressing-the-covid-19-financial-crisis-2/)
- [APPNA DMV Cares Act Webinar](https://wallstreetalliancegroup.com/appna-dmv-cares-act-webinar/)
- [TD Ameritrade: Healthcare & Tech Analysis](https://wallstreetalliancegroup.com/td-ameritrade-commentary-august/) - Aadil Zaman from Wall Street Alliance Group appeared on TD Ameritrade Network's "Morning Trade Live" show with Oliver Renick to discuss our firm’s key investment views and latest stock ideas. “We personally own Amazon, Facebook, Apple, Alphabet and SPDR Gold Shares.”
- [Bloomberg Radio: Impact of Election on Portfolios](https://wallstreetalliancegroup.com/bloomberg-radio-impact-of-election-on-portfolios/) -  Wall Street Alliance Partner, Aadil Zaman, appeared on Bloomberg Radio to discuss about the election impact on portfolios and how to prepare yourself.
- [Asset Protection for Physicians](https://wallstreetalliancegroup.com/asset-protection-physicians/) - According to a study conducted by the American Medical Association more than 60% of the doctors over the age of 55 have been sued at least once. These percentages are a lot higher in certain specialties like OBGYNs and surgeons. So, for physicians, asset protection is very important. Many advisors may have spoken to you
- [Physician Financial Support: Important Cares Act Provisions by Syed & Aadil](https://wallstreetalliancegroup.com/physician-financial-support-important-cares-act-provisions-by-syed-aadil/) - Recently passed Coronavirus Aid, Relief, and Economic Security Act (CARES) act has important provisions that may help support physicians and health care providers. Medicare Advance Payments: Health care providers who participate in Medicare and losing income are allowed to apply through Center of Medicare & Medicaid Services (CMS) for advance payment. In order to qualify:
- [Lists of Grants and Loans available for Physician Practices and Small Businesses](https://wallstreetalliancegroup.com/list-of-grants-and-loans-available-for-physician-practices-and-small-businesses/) - Coronavirus has created a new world for all of us, however it is a critical period right now, especially for small businesses and physician practices which are vulnerable to mandatory shutdowns. At Wall Street Alliance Group, we are working hard to get you the most up to date information about different grants and loans that
- [Got PPP Loan? Understand the next steps by Syed and Aadil](https://wallstreetalliancegroup.com/got-ppp-loan-understand-the-next-steps-by-syed-aadil/) - Many small business owners including physician practices, hotel and convenience store owners have qualified for SBA disaster relief loans under the Paycheck Protection Program part of the CARES Act. Due to high demand many did not get the funding on the first round and are still in the process of getting funded from recent additional
- [Important Tax Planning tips to consider before July 15th Tax filing deadline](https://wallstreetalliancegroup.com/important-tax-planning-tips-to-consider-before-2019-filing-deadline/) - There is still time to make a tax plan for 2019. The Tax Cuts and Jobs Act (TCJA) and market appreciation in 2019, will all affect your taxes. Here are a few things to discuss with your financial advisor and CPA before the upcoming tax filing deadline. Cost Segregation for Real Estate: If you own a
- [PPP Loan updates and Form 3508EZ](https://wallstreetalliancegroup.com/ppp-loan-updates-and-form-3508ez/) - If you are a small business owner interested in making use of the benefits of the Paycheck Protection Program, there has been recent guidance to clarify some points of the recent PPP Flexibility Act. One of the main points of confusion had been the requirement for loan forgiveness that at least 60% of the funds
- [Estate Planning: Is a Will sufficient? - by Syed Nishat](https://wallstreetalliancegroup.com/estate-planning-is-a-will-sufficient-by-syed-nishat/) - Estate Planning: Why having a Will is not enough? - by Syed Nishat Among the many facets of financial planning, Estate Planning is one of the most important. However, it also tends to be one of the most neglected aspects for investors who may think that they don’t need to be concerned about it yet.
- [Important Paycheck Protection Program Update](https://wallstreetalliancegroup.com/important-paycheck-protection-program-update/) - On Tuesday, the Senate approved an additional coronavirus relief package, which provides $310 billion more in funding for the Paycheck Protection Program. The bill is expected to be signed into law later this week. If you did not receive the funds in the initial round here are the 5 essential steps that you can take now to
- [Act Fast to get HHS Additional Allocation](https://wallstreetalliancegroup.com/act-fast-to-get-hhs-additional-allocation/) - On April 24, a portion of providers will automatically be sent an advance payment based off the revenue data they submit in CMS cost reports. Providers without adequate cost report data on file will need to submit their revenue information to a portal opening this week at https://www.hhs.gov/providerrelief for additional general distribution funds. President Donald J. Trump
- [PPP Loan and Tax deductions rules from Syed and Aadil](https://wallstreetalliancegroup.com/ppp-loan-and-tax-deductions-rules-from-syed-aadil/) - Recently passed Paycheck Protection Program (PPP) under Cares Act is a loan designed to incentivize small businesses to keep their workers on the payroll. The Small Business Administration (SBA) will forgive loans if all employees are kept on the payroll for eight weeks and the money is used for payroll, rent, mortgage interest, or utilities.
- [APPNA DMV partners with Wall Street Alliance Group](https://wallstreetalliancegroup.com/yahoo-finance-appna-dmv-partners-with-wall-street-alliance-group-to-support-first-responders/) - Full press announcement in Yahoo Finance, Morning Star Wall Street Alliance Group is proud to partner with Association of Physicians of Pakistani Descent of North America (APPNA) DMV Chapter to provide support for first responders during the Covid-19 Crisis. Wall Street Alliance Group and APPNA DMV will collaborate on the following: PPE Mask distribution to
- [PPP Loan forgiveness guidance so far](https://wallstreetalliancegroup.com/ppp-loan-forgiveness-guidance-so-far/) - U.S. Department of Treasury and Small Business Administration (SBA) released additional interim rules to the Paycheck Protection program (PPP) loan forgiveness on May 22, 2020. As the situation is fluid, we are continuously monitoring the situation and are trying our best to keep you updated. Here are the latest guidelines: Forgiveness Application & Process: SBA
- [Paycheck Protection Program Flexibility Act (PPPFA)](https://wallstreetalliancegroup.com/paycheck-protection-program-flexibility-act-pppfa/) - In the world of small business, there is good news for business owners looking to use the benefits of the Paycheck Protection Program (PPP) by applying for a loan for the security and continuance of their business. As of June 5, 2020, a new act was signed into law that would enhance those benefits with
- [Article: SECURE Act Impact on Retirement Plan and Estate Plan](https://wallstreetalliancegroup.com/article-secure-act-impact-on-retirement-plan-and-estate-plan/) - SECURE Act Impact on Retirement Plan and Estate Plan: by Syed Nishat & Aadil Zaman The Setting Every Community Up for Retirement Enhancement {SECURE) Act has made some policy changes that will help you on your journey to a better future. SECURE Act was signed into law in December of 2019 and has taken effect
- [FA Magazine: Wall Street Alliance Group featured as exemplary practice.](https://www.fa-mag.com/news/helping-clients-in-the-hour-of-need-57134.html#new_tab)
- [HEALS ACT: What is in it for physicians and business owners?](https://wallstreetalliancegroup.com/heals-act-what-is-in-it-for-physicians-and-business-owners/) - Important HEALS Act provisions for physicians and business owners: By Syed Nishat & Aadil Zaman The Health, Economic Assistance, Liability Protection and Schools (HEALS) Act is a $1 trillion stimulus package introduced to the Senate to supplement the earlier CARES Act. Here is a summary of some of the provisions in the proposed act. New
- [Own Real Estate? Cost Segregation for Tax Saving Acceleration: by Syed Nishat](https://wallstreetalliancegroup.com/own-a-real-estate-dont-overlook-cost-segregation-study-by-syed-nishat/) - Why cost segregation is important in Real Estate Investment: by Syed Nishat Most successful self-employed business owners and physicians with their own practices own the real estate out of which their businesses operate. While owning the real estate attached to the business can be a savings in terms of rent and flexibility, it is also
- [Are you prepared for Estate Tax Increase? By Syed Nishat](https://wallstreetalliancegroup.com/are-you-prepared-for-estate-tax-increase-by-syed-nishat/) - Are you prepared for Estate Tax Increase? By Syed Nishat In 2018, the Tax Cuts and Jobs Act doubled the Estate Tax exemption, which is currently at $11.58 million for 2020 (and twice that for married couples), however this limit policy has a sunset provision in year 2025, when it will revert to 2017 amounts.
- [What is HHS Phase 3 relief fund? - by Syed & Aadil](https://wallstreetalliancegroup.com/what-is-hhs-phase-3-relief-fund-by-syed-aadil/) - For Physicians: HHS Phase 3 Relief Funding: by Syed Nishat & Aadil Zaman U.S. Department of Health and Human Services (HHS), through the Health Resources and Services Administration (HRSA), is announcing $20 billion in new funding for providers on the frontlines of the coronavirus pandemic. This funding is unique since according to HHS, "This includes
- [Part B News: Wall Street Alliance Group featured in a piece by Part B News](https://pbn.decisionhealth.com/Articles/Detail.aspx?id=531799#new_tab)
- [2020 Market Outlook](https://wallstreetalliancegroup.com/2020-market-outlook/) - Full press announcement in Yahoo Finance. 2019 delivered double-digit growth and the market seemed unfazed by concerns such as Trump impeachment, Global Slowdown and Trade War. Is 2020 going to be the year when we get the inevitable market sell off or will the market upswing continue? Aadil Zaman and Syed Nishat of Wall Street Alliance Group are
- [Coronavirus Sell Off and 8 stocks to buy](https://wallstreetalliancegroup.com/morningstar-coronavirus-sell-off-and-8-stocks-to-buy/) - Full press announcement in Morningstar The concerns about coronavirus are quickly evolving and could lead to the long-awaited stock market decline. Neither the extent of the fall nor the precise time of recovery are easily predictable. What is clear though, is that based on historical trends, in the long term the market recovers and continues
- [Advisor Panel Interview](https://wallstreetalliancegroup.com/next-gen-advisor-panel/)
- [Our Story](https://wallstreetalliancegroup.com/watch-our-journey-as-a-first-generation-immigrant/)
- [Covid-19 Relief Package Highlights by Syed & Aadil](https://wallstreetalliancegroup.com/covid-19-relief-package-highlights/) - The Covid-19 relief package was just approved by the Senate late Wednesday night with a unanimous vote of 96-0. This was the third attempt to get the bill approved. The House will vote on the bill Friday morning. All things considered, there is $2 trillion in aid coming to the American public. So, what is
- [PPP Forgivable Loan Program – Updated by Aadil and Syed](https://wallstreetalliancegroup.com/ppp-forgivable-loan-program-updated-by-aadil-syed/) - During this critical period, we are working hard to get you the most up to date information. Below is the latest information for the Paycheck Protection Program along with a link for a sample application. Lenders may begin processing loan applications as soon as April 3, 2020. Due to the likely high subscription, you should take
- [WealthManagement.com: Thrive List of Fastest-Growing Advisors](https://wallstreetalliancegroup.com/wall-street-alliance-group-recognized-on-wealthmanagement-coms-2019-thrive-list-of-fastest-growing-advisors/) - Wall Street Alliance Group has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation's fastest-growing advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of the overall industry. "The WealthManagement.com
- [Coronavirus Market Volatility: A message from the Senior Partners, Aadil Zaman and Syed Nishat.](https://wallstreetalliancegroup.com/coronavirus-market-volatility-a-message-from-aadil-zaman-syed-nishat/) - It seems like an understatement to say that this is an unprecedented time resulting from the novel coronavirus. The importance of the human factor of these events cannot be ignored, but there are also questions facing investors about how they should be handling the financial market. There’s no denying that those questions can be an
- [Connect 2019: Aadil & Syed Featured as New York Advisors Discover Underserved Niche in Immigrant Community](https://wallstreetalliancegroup.com/aadil-syed-featured-as-new-york-advisors-discover-underserved-niche-in-immigrant-community/) - When it comes to understanding the challenges of their clients, advisors Aadil Zaman and Syed Nishat, co-founders of Wall Street Alliance Group, can truly relate. Although they come from different cultural backgrounds, the two share a very important commonality with many of their clients. They are all first-generation immigrants. In some ways, Zaman’s personal story
- [Wall Street Journal: “Ten Five Star Wealth Managers You Need to Know”](https://wallstreetalliancegroup.com/aadil-zaman-and-syed-nishat-have-been-featured-in-the-wall-street-journal-as-the-ten-five-star-wealth-managers-you-need-to-know/) - Aadil Zaman and Syed Nishat, Wall Street Alliance Group, are featured in a special section of the Dec. 28 issue of New York magazine as 2016 Five Star Wealth Manager award winners. Five Star Professional partnered with New York magazine to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in
- [Cares Act Webinar JSMUAANA, APPNA NY, APPAC and PACE](https://wallstreetalliancegroup.com/appna-new-york-ppp-webinar/)
- [Event: Financial Planning and Implications of New Tax Law for Physician](https://wallstreetalliancegroup.com/event-financial-planning-and-implications-of-new-tax-law-for-physician/) - Our next presentation “Financial Planning and Implications of New Tax Law for Physicians” will be in Hoover, AL on August 11th, 2019.Please email operations@wallstreetag.com for more details.
- [Cares Act Webinar APPNA DMV tonight at 9 pm EDT](https://wallstreetalliancegroup.com/cares-act-webinar-appna-dmv-tonight-at-9-pm/) - Please join us Webinar with APPNA DMV at 9 pm eastern time Many of the physician practices are impacted by the COVID crisis. We will discuss the various programs that are available under the CARES act which health care professionals can utilize to access funding. Topics: Paycheck Protection Program - Economic Injury Disaster Loan ProgramMedicare
- [Cares Act Webinar JSMUAANA, APPNA NY, APPAC and PACE tonight at 9 pm EDT.](https://wallstreetalliancegroup.com/webinar-with-jsmuaana-appna-ny-appac-and-pace/) - Please join us Webinar with JSMUAANA, APPNA NY, APPAC AND PACE at 9 pm eastern time on April 16th, 2020 Many of the physician practices are impacted by the COVID crisis. We will discuss the various programs that are available under the CARES act which health care professionals can utilize to access funding. Topics: Paycheck
- [Importance of Giving Inheritance Through a Trust](https://wallstreetalliancegroup.com/importance-giving-inheritance-through-trust/) - Many advisors talk about the advantage of having a revocable trust to avoid probate, however, what is often over looked are the benefits of giving inheritance through a trust. Let's take a simple example: Dr. Jones dies and leaves his daughter, 21-year-old Chelsea, an inheritance $1million in cash which she gratefully takes and deposits into
- [Why Work With a Fiduciary Financial Advisor?](https://wallstreetalliancegroup.com/why-work-with-fiduciary-advisor/) - Physicians are considered Fiduciaries where it is considered their legal responsibility to act in the best interest of their patients. A financial advisor who is a fiduciary has the same level of legal responsibility towards his/her clients. It is very surprising that not all financial professionals are fiduciaries. In fact, according to a survey conducted
- [Plan For More Than Just College](https://wallstreetalliancegroup.com/plan-for-more-than-just-college/) - In the state of New York, Governor Cuomo is working towards making college cost free for families earning less than $100k per year. This trend will likely spread to other states also. What this means is that for our children to be competitive in tomorrow's work force they will need to have more than just
- [CARES ACT: Steps to Apply for SBA Forgivable Loan: By Syed, Aadil & Brian](https://wallstreetalliancegroup.com/cares-act-steps-to-apply-for-sba-forgivable-loan-by-syed-aadil-brian/) - Many small business owners including physician practices, hotel and convenience store owners are going to qualify for SBA disaster relief loans under the Paycheck Protection Program part of the CARES Act. Below is an overview of this program: Small businesses with 500 or fewer employees during the “covered period” – February 15 through June 30,

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- [Thank You For Registering for Gujarati Physicains Webinar](https://wallstreetalliancegroup.com/gujarati-physicains-webinar/) - Thank you for Registering for Gujarati Convention Webinar for Estate Planning and Tax Planning for Physicians, hosted by Ajeet Kothari MD. We will send you the link to join shortly. Please check out our latest video about Investment and Tax Planning Tips for physicians on Medscape and KevinMD.com
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- [Thank You For Registering for AAPI Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-aapi-di-chapter-webinar-2/) - Thank you for Registering for AAPI Webinar for Estate Planning and Tax Savings Strategies for Physicians, hosted by Anjana Samadder MD, AAPI President We will send you the link to join shortly. Please check out our latest video about Investment and Tax Planning Tips for physicians on Medscape and KevinMD.com
- [Thank You For Registering for AAPI DI Chapter Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-aapi-di-chapter-webinar/) - Thank you for Registering for AAPI Webinar for Estate Planning and Tax Savings Strategies for Physicians, hosted by Dr. Pradeep Reddy, MD. We will send you the link to join shortly. Please check out our latest video about Investment and Tax Planning Tips for physicians on Medscape and KevinMD.com
- [Thank You For Registering for AAPI Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-aapi-webinar-estate-planning/) - Thank you for Registering for AAPI Webinar for Estate Planning and Tax Savings Strategies for Physicians, hosted by Ravi Kolli MD. We will send you the link to join shortly. Please check out our latest video about Investment and Tax Planning Tips for physicians on Medscape and KevinMD.com
- [Thank You For Registering for BMANA Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-bmana-webinar/) - Thank you for Registering for BMANA Webinar for Estate Planning and Asset Protection for Physicians, hosted by Bashir Ahmed MD, President Elect BMANA. We will send you the link to join shortly. Please check out our latest video about Investment and Tax Planning Tips for physicians on Medscape and KevinMD.com
- [Thank You For Registering for GAPI Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-gapi-webinar/) - Thank you for Registering for GAPI Webinar for Estate Planning and Asset Protection for Physicians, hosted by Uma Jonnalagadda MD, GAPI president. We will send you the link to join shortly. Please check out our latest video about Investment and Tax Planning Tips for physicians on Medscape and KevinMD.com
- [Thank You For Registering for AAPI Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-aapi_webinar/) - Thank you for Registering for AAPI Webinar for Financial Planning in Current Banking Crisis, hosted by Ravi Kolli MD. We will send you the link to join shortly. Please check out our latest video about Investment and Tax Planning Tips for physicians on Medscape and KevinMD.com
- [Thank You For Registering for AKUAANA Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-akuaana-webinar-2/) - Thank you for Registering for Webinar for Tax and Estate Planning for physicians, hosted by AKUAANA. We will send you the link to join shortly. Please check out our latest video about Estate Planning Mistakes For Physicians to Avoid on KevinMd.com.
- [Thank You For Registering for JSMUAANA Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-jsmuaana-webinar/) - Thank you for Registering for the Webinar, Investment & Tax Planning Strategies During Market Decline, hosted by JSMUAANA. We will send you the link to join shortly. Please check out our latest market commentary on CNBC.
- [Industry Recognition](https://wallstreetalliancegroup.com/industry-recognition/) - Nationally recognized for our financial expertise and focus on client strategies.
- [Thank You For Registering for BMANA Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-bmana/) - Thank you for Registering for Webinar for Investment & Planning Strategies During Market Decline, hosted by Bangladesh medical Association of North America (BMANA). We will send you the link to join shortly. Please check out our latest video about Estate Planning Mistakes For Physicians to Avoid on KevinMd.com.
- [Thank You For Registering for TAPI Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-for-tapi-webinar/) - Thank you for Registering for Webinar for Investment & Planning Strategies During Market Decline, hosted by Tristate Association of Physicians of Indian Origin. We will send you the link to join shortly. Please check out our latest video about Estate Planning Mistakes For Physicians to Avoid on KevinMd.com.
- [Career in Financial Planning](https://wallstreetalliancegroup.com/career-in-financial-planning/) - Job description We are seeking a Wealth Management Associate to join our team! Wall Street Alliance Group is a nationally recognized wealth management firm headquartered in Manhattan, New York. The firm operates in a Fiduciary capacity serving high net worth clients. Wall Street Alliance Group has a team of advisors with expertise in areas such as Tax Planning, Estate
- [Thank You For Registering for APPNA DMV Webinar](https://wallstreetalliancegroup.com/thank-you-for-registering-appna_dmv/) - Thank you for Registering for Webinar for Tax and Estate Planning for physicians, hosted by APPNA DMV. We will send you the link to join shortly. Please check out our latest video about Estate Planning Mistakes For Physicians to Avoid on KevinMd.com.
- [Thank You For Registering](https://wallstreetalliancegroup.com/thank-you-for-registering/) - Thank you for Registering for Webinar for Biden's Tax Proposal and Effect on Estate & Income Tax Planning hosted by Kevin Pho! We will send you the link to join shortly. Please check out our latest video about Estate Planning Mistakes For Physicians to Avoid on KevinMd.com.
- [Medical](https://wallstreetalliancegroup.com/medical/)
- [Who We Serve](https://wallstreetalliancegroup.com/who-we-serve/)
- [401(k) Plan Options](https://wallstreetalliancegroup.com/401ks/) - Home Who We Serve 401(k) Plan Options One of the most recognized retirement plans is a 401(k), but many people don’t know exactly what one is or that there are actually several different types of 401(k) programs available. To start, a 401(k) is not actually an investment. It is a tax-advantaged, employment, benefits program which
- [Behavioural Financial Planning](https://wallstreetalliancegroup.com/behavioural-financial-planning-2/) - Home Who We Serve Behavioural Financial Planning satisfaction. When it comes to making decisions about the market, there are rational and irrational ways that investors may react. Traditional financial thinking holds that all investors have perfect self-control and are never confused or emotional when processing information. Of course, human beings don’t worth that way. Emotions
- [Charitable Trusts](https://wallstreetalliancegroup.com/charitable-trusts/) - Home Who We Serve Charitable Trusts If you have philanthropic objectives and wish to donate to an organization while also receiving tax benefits, charitable trusts are a great vehicle for you to utilize. A charitable trust is an irrevocable trust established by an individual to contribute assets or property to a charitable organization, including money,
- [Life and disability insurance](https://wallstreetalliancegroup.com/life-insurance-disability/) - Home Who We Serve Life and disability insurance It is human nature to avoid thinking about loss of life and the challenges of an unexpected disability. However, most people know of someone who has died prematurely and has seen firsthand the issues faced by those left behind. In these circumstances, if the deceased was the
- [Preparing for Uncertainty](https://wallstreetalliancegroup.com/preparing-for-uncertainty/) - Home Who We Serve Preparing for Uncertainty You’ve heard it too many times to count: the only thing certain in life is uncertainty. Just because the world can prove unpredictable, that doesn’t mean you have to face things unprepared. We work with our clients to not only prepare for the houses, vacations, and comfortable retirements
- [Wealth Presentation](https://wallstreetalliancegroup.com/wealth-presentation-2/) - Home Who We Serve Wealth Presentation Due to advances in medical care and improvement to our ways of life, people are living longer and remaining in better health. Global life expectancy increased by 5.5 years between 2000 and 2016, which was the fastest increase since the 1960s. While this is a great thing about the
- [Estate Planning](https://wallstreetalliancegroup.com/estate-planning/) - Home Who We Serve Estate Planning Among the many facets of financial planning, estate planning is one of the most important. However, it also tends to be one of the most neglected aspects for investors who may think that they don’t need to be concerned about it yet. As recent events, including the COVID-19 pandemic,
- [401(k) Safe Harbor Plan](https://wallstreetalliancegroup.com/401k-safe-harbor/) - Home Who We Serve 401(k) Safe Harbor Plan This type of plan is basically a 401(k) with an employer match where the employer makes annual contributions on behalf of the employees and then the contributions are vested immediately, meaning that the employer match amount immediately belongs to the employee should they leave the company, rather
- [401(k) Profit Sharing](https://wallstreetalliancegroup.com/401k-profit-sharing/) - Home Who We Serve 401(k) Profit Sharing With a profit sharing plan, employers make contributions to employee accounts in accordance with the company’s profitability. These are often linked to 401(k) plans because, on their own, profit sharing plans do not allow for employee contributions into their own accounts—all contributions must be made by the employer.
- [Portfolio Management](https://wallstreetalliancegroup.com/portfolio-management/) - Home Who We Serve Portfolio Management Our priority when it comes to portfolio management is making sure it is uniquely suited to you. Every portfolio Wall Street Alliance Group creates for our clients is a personalized custom portfolio, getting away from the ‘one size fits all’ approach you find at many firms. Responsibly managing a
- [Cash Balance Plan and DB](https://wallstreetalliancegroup.com/cash-balance-plan-and-db/) - Home Who We Serve Cash Balance Plan and DB Cash Benefit plan save substantial amount of taxes. If you only have a 401k Plan, or profit-sharing plan, you may not be getting the maximum allowable contribution. For example, in 401k PS plan, the maximum you can contribute is $60,000 (Age over 60) vs in a
- [Controlled Group or Affiliated Service Group Determination](https://wallstreetalliancegroup.com/controlled-group-or-affiliated-service-group-determination/) - Home Who We Serve Controlled Group or Affiliated Service Group Determination To qualify for tax deductions, retirement plans must meet IRS requirements. These rules emphasize the need for plans to provide lower-paid employees with retirement benefits that do not disproportionally favor higher-paid employees and business owners. Congress created laws that treat certain groups of entities
- [Fiduciary 3(21) and 3(38) Services](https://wallstreetalliancegroup.com/fiduciary-321-and-338-services/) - Home Who We Serve Fiduciary 3(21) and 3(38) Services As a business with an employer-sponsored plan, there are many responsibilities that come along with that plan. Every plan must have a fiduciary, which is defined as an individual or entity responsible for the plan’s fund choices, ensuring that they are in the best interests of
- [Roth 401(k)](https://wallstreetalliancegroup.com/roth-401k/) - Home Who We Serve Roth 401(k) A ROTH option added to a 401(k) offers unique benefits as it blends together the characteristics of a ROTH IRA and a traditional 401(k) into a hybrid product. This type of plan allows employers and employees to contribute post-tax earnings to their accounts, meaning that there will be no
- [Business Structure Set Up](https://wallstreetalliancegroup.com/business-structure-set-up/) - Home Who We Serve Business Structure Set Up Which is the appropriate model for your business? Have you looked into the differences between an S Corporation and a C Corporation and what each would mean to you? Is having an LLC the optimum structure for your business or does it make sense for you to
- [Umbrella and Malpractice Insurance](https://wallstreetalliancegroup.com/umbrella-and-malpractice-insurance/) - Home Who We Serve Umbrella and Malpractice Insurance You know the importance of ensuring you have malpractice insurance in place, but have you considered the limits on the amounts that the insurance will cover? An umbrella insurance policy is liability insurance that can help bridge that gap, meaning it can be help in excess of
- [Cost Segregation of Medical office](https://wallstreetalliancegroup.com/cost-segregation-of-medical-office/) - Home Who We Serve Cost Segregation of Medical office Cost segregation is a tax planning tool that accelerates the rate of depreciation of components of property to thereby lower the amount of taxable income. An asset’s value depreciates with time, due to usual usage and the effect that has on a property. Depreciation takes this
- [Practice Valuation](https://wallstreetalliancegroup.com/practice-valuation/) - Home Who We Serve Practice Valuation Due to higher payroll costs and lower reimbursement rates, many physicians choose to sell their practices to hospitals. We want to make sure that, if this is the path you choose, you get the best price for your practice that you can, taking into account how much work you
- [Tax Planning](https://wallstreetalliancegroup.com/tax-planning/) - Home Who We Serve Tax Planning When looking over the portfolios of those in the medical field, it’s worth noting that physicians are most often in the highest tax bracket. This means that tax savings are very important for doctors, as well as for those who are self-employed who may also face higher rates of
- [Asset Protection](https://wallstreetalliancegroup.com/asset-protection/) - Home Who We Serve Asset Protection As a physician, you know how to care for your clients, and you continue to build your practice with a focus on superior service and a distinguished legacy. However, as a member of a high-risk profession, your financial planning will need to include asset protection from current and potential
- [Physician Financial Planning](https://wallstreetalliancegroup.com/physician-financial-planning/) - Home Who We Serve Physician Financial Planning While most physicians are aware that financial planning is an important aspect of providing a secure future for themselves and their families, the complexity of wise planning can leave those who need the most help vulnerable to mistakes. We understand the types of things you may have questions
- [Cash Balance Plan for Tax Savings](https://wallstreetalliancegroup.com/cash-balance-plan-for-tax-savings/) - We're on a mission to deliver comprehensive wealth management needs in all aspects of life.
- [new test page](https://wallstreetalliancegroup.com/new-test-page/)
- [Slide Anything Popup Preview](https://wallstreetalliancegroup.com/slide-anything-popup-preview/)
- [Asset Management](https://wallstreetalliancegroup.com/asset-management/) - We're on a mission to deliver comprehensive wealth management needs in all aspects of life.
- [Will & Trust](https://wallstreetalliancegroup.com/will-trust/) - We're on a mission to deliver comprehensive wealth management needs in all aspects of life.
- [Process](https://wallstreetalliancegroup.com/process/)
- [Services](https://wallstreetalliancegroup.com/services/)
- [Next Gen Advisor Panel Interview](https://wallstreetalliancegroup.com/next-gen-advisor-panel/) - Executive VP Kirk Hulett Interviewing Aadil Zaman of Wall Street Alliance Group
- [Watch Our Journey as a first generation immigrant](https://wallstreetalliancegroup.com/watch-our-journey-as-a-first-generation-immigrant/)
- [Cares Act Webinar JSMUAANA, APPNA NY, APPAC and PACE](https://wallstreetalliancegroup.com/appna-new-york-ppp-webinar/)
- [APPNA DMV Cares Act Webinar](https://wallstreetalliancegroup.com/appna-dmv-cares-act-webinar/) - Panelists: Dr. Tayyib Rana Dr. Habib Chotani, Dr. Samia Piracha
- [Addressing the COVID-19 Financial Crisis](https://wallstreetalliancegroup.com/addressing-the-covid-19-financial-crisis-2/)
- [Addressing the COVID-19 Financial Crisis LinkedIn](https://wallstreetalliancegroup.com/addressing-the-covid-19-financial-crisis-linkedin/) - If you are visiting our site through LinkedIn, you can continue watching the video from the 9-minute mark below:
- [FAQs](https://wallstreetalliancegroup.com/faqs/) - Why do I need a financial advisor and not do it myself? A financial advisor can help you with wholistic financial planning which includes tax planning and estate planning which are difficult to do on your own. A financial advisor can also create customized portfolios which can be very beneficial for high net worth clients.
- [Points of Differentiation](https://wallstreetalliancegroup.com/points-of-differentiation/) - Use this checklist to compare us with other financial advisors. Points of Differentiation Wallstreet Alliance Other Advisor Upholds Fiduciary Standard YES YES / NO Client assets held with industry leading custodian YES YES / NO In house CPA, Actuary, and Attorney YES YES / NO High Net Worth Financial Planning YES YES / NO Physician
- [Disclosure](https://wallstreetalliancegroup.com/disclosure/) - Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for
- [Giving Back](https://wallstreetalliancegroup.com/giving-back/)
- [Account Protection](https://wallstreetalliancegroup.com/account-protection/) - Client accounts are held at industry leading custodians and are protected through insurance.
- [Fiduciary](https://wallstreetalliancegroup.com/fiduciary/) - Fiduciary is the highest standard that a Financial Advisor can be held at. As an example, all physicians are considered fiduciaries because it is their legal responsibility to act in the best interest of their patients. In the same way, financial advisors who are fiduciaries have a legal responsibility to act in the best interest
- [Events](https://wallstreetalliancegroup.com/events/)

## Services

- [College Planning](https://wallstreetalliancegroup.com/services/college-planning/) - When it comes to your college savings plans, we can help you understand the the benefits of 529 plans and savings options.
- [Defined Benefit Plan](https://wallstreetalliancegroup.com/services/defined-benefit-plan/) - A great way to save money in taxes is by contributing to a retirement plan. Assuming a 40% tax bracket, for every $10,000 that an individual places into a retirement account leads to a saving of about $4,000 in taxes.
- [Asset Protection](https://wallstreetalliancegroup.com/services/asset-protection/) - Our Advisory team will guide you on how to achieve asset protection utilizing strategies such as asset protection trusts and spousal access trusts.
- [Estate Planning](https://wallstreetalliancegroup.com/services/estate-planning/) - Without a Will setup, if an individual dies, something as simple as the custody of their children will be decided by the government.
- [Charitable Trust](https://wallstreetalliancegroup.com/services/charitable-trust/) - If you have a passion to benefit others and change lives, we can help you develop a trust to support charities doing the work.
- [Physician Planning](https://wallstreetalliancegroup.com/services/physician-planning/) - We understand that physician's require a certain strategy to asset protection, considering the risks involved in your practice.
- [Portfolio Management](https://wallstreetalliancegroup.com/services/portfolio-management/) - Managing your portfolio demands a holistic approach, consistent with your family's liquidity needs, risk profile, goals, and objectives.
- [Tax Planning](https://wallstreetalliancegroup.com/services/tax-planning/) - Beyond standard compliance, we focus on tax saving strategies that preserve assets and maximize your after-tax income.
- [Special Needs](https://wallstreetalliancegroup.com/services/special-needs/) - For families that need help in this area, the objective is to ensure that a child with special needs has the means necessary to lead a comfortable life with a suitable standard of living.
- [Trust Services](https://wallstreetalliancegroup.com/services/trust-services/) - Trusts are complex legal documents with major tax and family implications. Our clients have access to Premier Trust who since 2001, has administered thousands of trusts for individuals and families looking for an independent professional trust administration firm.
- [Insurance](https://wallstreetalliancegroup.com/services/insurance/) - It is human nature to avoid thinking about loss of life. However, it is common for most people to know of someone who has died prematurely.

## Team Members

- [Paula Jaurri](https://wallstreetalliancegroup.com/team-members/paula-jaurri/) - Client Service Associate
- [Roman T. Umali, Jr](https://wallstreetalliancegroup.com/team-members/roman-t-umali-jr/) - Pension Consultant, Actuary
- [M. Lina Umali](https://wallstreetalliancegroup.com/team-members/m-lina-umali/) - Pension Consultant, Actuary
- [Keviin Shah, CPFA](https://wallstreetalliancegroup.com/team-members/keviin-shah/) - Wealth Manager
- [Nathan McKearney, CFA](https://wallstreetalliancegroup.com/team-members/nathan-mckearney-cfa/) - Senior Portfolio Manager
- [Makiah Hunt](https://wallstreetalliancegroup.com/team-members/makiah-hunt/) - Client Service Associate
- [Neff Velez, CPA](https://wallstreetalliancegroup.com/team-members/neff-velez-cpa/) - Tax Specialists
- [Jake Gross, CFP](https://wallstreetalliancegroup.com/team-members/jake-gross-cfp/) - Wealth Advisor
- [Joe Perry, CFP](https://wallstreetalliancegroup.com/team-members/4144/) - Wealth Advisor
- [Maura Fay, ASA](https://wallstreetalliancegroup.com/team-members/maura-fay-asa/) - Enrolled Actuary
- [Elissa Levy](https://wallstreetalliancegroup.com/team-members/elissa-levy/) - Senior Client Service Associate
- [Johan Vako, CFP®](https://wallstreetalliancegroup.com/team-members/johan-vako/) - Vice President - Wealth Management
- [Syed Nishat, CFP®,CPFA®, BFA™](https://wallstreetalliancegroup.com/team-members/syed-nishat/) - Partner
- [Joshua D. Didion](https://wallstreetalliancegroup.com/team-members/joshua-d-didion/) - Attorney
- [Joann Woodrops](https://wallstreetalliancegroup.com/team-members/joann-woodrops/) - Operation Manager
- [Jace Patel](https://wallstreetalliancegroup.com/team-members/jace-patel/) - Client Service Associate
- [Catie Liu](https://wallstreetalliancegroup.com/team-members/catie-liu/) - Client Service Associate
- [Satvik Shrivastava](https://wallstreetalliancegroup.com/team-members/satvik-shrivastava/) - Client Service Associate
- [Andre Sigismondo](https://wallstreetalliancegroup.com/team-members/andre-sigismondo/) - Relationship Manager
- [Aadil Zaman](https://wallstreetalliancegroup.com/team-members/aadil-zaman/) - Partner

## Categories

- [Videos](https://wallstreetalliancegroup.com/category/videos/)
- [Events](https://wallstreetalliancegroup.com/category/events/)
- [In The News](https://wallstreetalliancegroup.com/category/in-the-news/)
- [Thoughts](https://wallstreetalliancegroup.com/category/thoughts/)
- [Aadil's Blog](https://wallstreetalliancegroup.com/category/aadils-blog/)
- [Syed's Blog](https://wallstreetalliancegroup.com/category/syeds-blog/)
- [Johan's Blog](https://wallstreetalliancegroup.com/category/johans-blog/)

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