Tony Sardis is the President of Withum Insurance Advisors.
Tony previously held executive positions at multi-national insurers where he had responsibility for independent distribution. He also has experience as a tax lawyer, accountant and commercial banker. He has lectured extensively throughout the country to advisors in the affluent and business markets and has been quoted in several major publications concerning deceptive sales practices.
Learn more about my professional experience and how I spend my time outside the firm.
Education:
As the year draws to a close, it’s essential to take a comprehensive look at your insurance policies. Reviewing your coverage now can help you identify potential savings and ensure you’re adequately protected against any surprises. Here are some of the factors to consider in terms on your insurance, employee benefits and pension plans. Disclaimer:No…
Learn how to prevent identity theft, fraud and extortion with tailored strategies and cyber insurance. Today, cyber criminals are becoming increasingly sophisticated, targeting individuals with advanced technology. High-net-worth individuals and their families are particularly vulnerable to these threats, which can result in identity theft, financial loss and emotional distress. Personal cybersecurity measures are critical to…
Qualified plans remain one of the last, legitimate mechanisms for closely-held business owners to generate deductions. Some plans allow closely-held business owners to deduct more than a 401k or traditional pension plan may allow. What Are the Potential Benefits? Who Are the Ideal Candidates? What Are the Key Considerations? What Are the Next Steps? If…