Page 11 - Boca Exposure - March '21

Boca Exposure, Page 11
Tax Talk

March has arrived and request from Beyond Feedback, please take a minute to There is good news!
spring is in the air! It is share your valuable feedback with me. Follow these tips to
always one of our busiest Warm regards, make paying property
months due to the property Anne M. Gannon, tax easy and efficient
tax deadline on March 31. Constitutional Tax Collector, this month:
This month I am sharing Serving Palm Beach County Tip No. 1: Don’t
my top tips to help make Wait Until The Last
paying your property taxes Top Tips For Paying Property Minute.
easy and efficient. Paying taxes can be stressful and waiting until the
I am also pleased to Tax In March last minute doesn’t help. Avoid a trip to our office by
share important information paying online in March at www.pbctax.com. Property
about our new and improved The weeks leading up to the March 31 property tax taxes become delinquent on April 1 and cannot be paid
client feedback survey. Implemented last month, the deadline are traditionally some of the busiest for our online.
new survey was developed in partnership with Beyond office. Clients should expect longer-than-normal wait Tip No. 2: Pay Smart. Pay Online.
Feedback, a third-party vendor specializing in client times, even with appointments. Call volumes at our call Whether you are paying property taxes or renewing
satisfaction insight and analysis. If you receive a survey center also rise sharply in March. a vehicle registration, paying online is the fastest, most
efficient way to pay. Processing times are quick – usually
one to three business days. We offer several payment
methods including eCheck which is free!
Tip No. 3: Find Answers To Your Questions On Our
Website.
Want to know how your property tax is calculated?
Not sure what to do if your property tax payment is
late? Visit www.pbctax.com before calling us. You will
find helpful information including a set of Frequently
Financial Planning - Raymond James Financial Services, Inc. Asked Questions. If you still can’t find the answer,
email ClientAdvocate@pbctax.com and a client service
It Should Be Personal Arthur Rottenstein specialist will respond.
Tip No. 4: Use Our Secure Drop Box.
Registered Securities Principal
Avoid mail delays by using our secure drop boxes
The Manager of one of Raymond James 561-241-6616 located in the lobby of every tax collector office. You
executive council level branches credits his ArthurRottenstein@ can drop off your payment during regular business hours,
RaymondJames.com
father, a tuxedo shop owner in Yonkers, New bocaratonfinancialplanner.com Monday through Friday from 8:15 a.m. to 5 p.m. To help
York for his success. Arthur Rottenstein, a us process your payment efficiently, remember to write
Raymond James Registered Securities Principal your property control number (PCN) on your payment
serving Boca Raton, learned important life and include the payment stub. Do not fold, staple, paper
lessons from his father, who owned the popular Joseph Carpenito clip or tape your payment.
clothing shop, and his mother, a lifelong
advocate for the less fortunate. A survivor of the Financial Advisor Tell Us About Your Experience
Nazi Holocaust, his father’s horrific experience 561-241-6616 With Us
did not diminish his benevolence; he genuinely Joseph.Carpenito@
raymondjames.com.
cared about his customers and connected with Earlier this year
them easily. 301 Yamato Road, Suite 3160 I implemented an
Mr. Rottenstein began his lengthy career in Boca Raton, FL 33431 improved client
finance in 1982, moved his practice to Boca feedback survey
Raton in 1991. Generally, his clients are affluent families and business owners. to help us improve
“I keep my book of business to a manageable level. It’s all-important to me to know we provide our level of service
our clients high quality and dedicated personal service and demonstrate that we genuinely care. to you. Developed
Advisors who try to work with 500 to 600 and more investors at one time can’t possibly keep up in partnership with
with their clients’ changing financial lives and family dynamics,” says Rottenstein. Beyond Feedback, a
nationally-recognized leader in client satisfaction insight and
analysis, the new survey asks more specific questions about
Genuine Compassion, Remarkable Creativity your recent transaction with our office.
In the past, we kindly asked clients to visit our website to
Like father, like son, Mr. Rottenstein has instilled many of the same traits in his team. In recruiting complete a survey to rate our service. As you can imagine,
professionals to his practice, he first and foremost seeks out those who share his commitment to client this method was hit or miss and somewhat inconvenient
care, like Joseph Carpenito, a young man he hired and has trained for about 10 years. “My primary for our clients. Now, thanks to improved technology,
concern is ensuring my clients will be well-served for decades and generations ahead,” he says. Beyond Feedback, on behalf of the Palm Beach County Tax
Rottenstein, Carpenito, and the rest of the Boca Raton Financial Planners team take an Collector’s Office, sends an email and text message to clients
individualized approach to retirement planning, estate planning, money management, and more. after every transaction. A simple click on the link contained
As fee-only advisers, they tailor plans and strategies for each individual, taking into account in the email and text message will take clients directly to
foreseen risks while considering the unexpected. “Each client has the advantage of our collective the survey. It only takes a minute to complete the handful of
experience and training,” explains Rottenstein. “This collaborative approach allows us to find questions.

Besides the improved delivery method, the new survey
creative solutions.” Rottenstein and his team also manage client accounts to help minimize tax asks more insightful questions that are specific to the client’s
burdens and capitalize on market opportunities. transaction. By gathering client feedback immediately
The group is well respected for their work in the area of estate planning. “Creativity is key,” following a transaction, we now gather more precise
says Rottenstein, who has worked with family owned businesses, and helped with various aspects information that aligns directly with our operational processes.
such as transitions, and business sales. “The use of trusts and other strategies helps ensure a In the weeks ahead, we will continue to improve our
client’s assets are passed down to heirs in accordance with the client’s wishes, while minimizing methods for gathering client feedback to ensure we have the
tax obligations to the extent possible. valuable insights needed to improve our service.
Despite their focus on a manageable book of business rather than seeking high volume, Boca
Raton Financial Planners is ranked in the top 23 percent of Raymond James branches nationwide Important Dates And
as of April 2019 and Mr. Rottenstein was included in the Executive Council* of Raymond James Deadlines
four out of the last five years.

“We’re very proud of our track record of success,” says Rottenstein. “But above all, developing March 14 Daylight saving time begins
strong client relationships and satisfaction is and will always be our priority.” March 31 2020 property taxes due
March 31
Fourth installment payment for 2020
property taxes due
Arthur Rottenstein is a Registered Securities Principal and Branch Manager with Raymond James Financial Services, Inc. in Boca April 1 2020 property taxes become delinquent
Raton and founder of Portfoliorepair.com. He has been managing the financial affairs of a number of select families in South Florida
since 1982. Please feel free to call for an appointment at (561) 241-6616 or email him at arthur.rottenstein@raymondjames. Do you have a
com. Please feel free to visit his website at bocaratonfinancialplanner.com. Securities offered through Raymond James Financial birthday in May?
Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Your registration
expires at midnight
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative on your birthday.
of any one client’s experience, is not an endorsement, and is not indicative of advisors’ future performance. No fee is paid in
exchange for this award/rating. Investing involves risk and investors may incur a profit or a loss. This material is being provided for Don’t wait! Renew
information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of the author and your registration
not necessarily those of Raymond James. You should discuss any tax or legal matters with the appropriate professional. up to 90 days in
As Seen In Kiplinger’s advance at www.
pbctax.com.