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Private Wealth & Taxation Institute

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 473743949 ✦ Mineola, NY ✦ Designated as a 501(c)(3)

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Overview

What is Private Wealth & Taxation Institute?

The Private Wealth & Taxation Institute is a nonprofit organization dedicated to providing ongoing professional education in the areas of wealth management and taxation. With a focus on staying current with industry trends, they offer an array of educational programs and resources. Their primary goal is to empower individuals in this field by offering high-quality education and career advancement opportunities. As an education-centric organization, they prioritize delivering general education programs that cater to the evolving needs of professionals in wealth management and taxation.


Official website here: www.none

Is Private Wealth & Taxation Institute legitimate?

Private Wealth & Taxation Institute is a legitimate nonprofit organization registered as a 501(c)(3) entity. Private Wealth & Taxation Institute submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.none

What is the mission statement of Private Wealth & Taxation Institute?

The Private Wealth & Taxation Institute is dedicated to delivering continuous education for professionals in the wealth management and taxation sector. Their mission is to offer a diverse array of educational programs and resources, ensuring individuals stay abreast of the latest industry trends and advancements. As an educational organization, the Institute is committed to providing high-quality learning opportunities, tailored to meet the needs of professionals in this field. Its primary goal is to empower individuals by enhancing their skills and fostering career growth.


Official website here: www.none

Who is the CEO of Private Wealth & Taxation Institute?

Unavailable


Official website here: www.none

What is the revenue of Private Wealth & Taxation Institute?

Private Wealth & Taxation Institute's revenue in 2022 was $0.


Official website here: www.none

Who are the executives of Private Wealth & Taxation Institute and what are their salaries?


Here are 3 key members and their salaries:


Stephen M Breistone (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lewis S Meltzer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dawn Laffin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.none

Where can I find the form 990EZ for Private Wealth & Taxation Institute?

Private Wealth & Taxation Institute's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.none

Learn more at the official website: www.none

Mission Statement of Private Wealth & Taxation Institute

The Private Wealth & Taxation Institute is dedicated to providing continuous professional education for individuals working in the realm of wealth management and taxation. Acting as an educational hub, the organization offers a plethora of programs and resources to ensure professionals stay abreast of the latest industry trends and advancements. Their primary mission is to deliver high-quality educational opportunities and promote professional development, aiming to help individuals enhance their skills and progress in their careers. As an education-focused entity, the Institute is committed to meeting the educational needs of professionals in this particular field, offering general programs that cater to their professional growth.

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Impact




October, 2024

The Private Wealth & Taxation Institute plays a significant role in advancing the field of wealth management and taxation through its commitment to ongoing professional education. By offering a diverse array of educational programs and resources, the Institute equips professionals with the latest industry knowledge and trends, thereby enhancing their skills and career prospects. This focus on high-quality education helps ensure that individuals in the wealth management sector remain competent and informed, ultimately benefiting their clients and the industry as a whole. The Institute's efforts contribute to the professional development landscape, fostering a culture of continuous learning and excellence within the field.




This information is meant to be a general summary of Private Wealth & Taxation Institute. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$0 (2022)
Expenses
$0 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

    Assets and Liabilities:

    • Total Assets: $5,362
    • Total Liabilities: $0
    • Net Assets: $5,362

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    Organization Details

    Main Address

    190 Willis Avenue, Mineola, NY, 11501

    Website

    www.none

    NTEE Category

    Code: B99 - Education

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