Private Client Resources

Cherry Bekaert Benefits Consulting is commitment to delivering valuable and comprehensive resources to our valued clients is a key principle to the benefits consulting and advisory strategy of our firm.

The resource center includes the following tax tables: Federal Estate and Gift Tax, Federal Income Tax, Social Security and Retirement Plan Tables. Please call us at (516) 683-6100 if you have any questions.

Federal Estate and Gift Tax Tables
Federal Income Tax Tables
Social Security Table
Retirement Plan Table

Publications
Periodic newsletters provided to all clients

Cherry Bekaert Benefits Consulting, LLC is a Chernoff Diamond Affiliate. Chernoff Diamond & Co., LLC is a Managing Member of Cherry Bekaert Benefits Consulting. Chernoff Diamond & Co., LLC offers Investment Advisory Services through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Chernoff Diamond & Co., LLC is independently owned and operated. Chernoff Diamond & Co., LLC, is a member of M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship.

Chernoff Diamond and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Wyoming and Washington DC. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

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