Henry Montag, an Independent Certified Financial Planner, has been in practice since 1976 with offices located on Long Island, NY. He is a principal of The TOLI Center East, providing independent consultative fee-based, individual & Trust Owned life Insurance performance evaluations for high net worth clientele, their trustees, advisors and Family Offices.
Authoring many articles for publications such as the New York State Bar Association, NYSSCPA’s Tax Stringer, Tax Facts, Trusts & Estate Magazine, Accounting Today, and Bloomberg’s Estates Gift & Trust Journal, Montag has provided CLE & CPE credits at lectures to the New York State Bar Association, the New York State Society of CPAs, The American Institute of CPAs, and the National Conference of CPA Practitioners. He co-authored an American Bar Association Flagship publication titled; “The Advisors &Trustees Guide to Managing Risk & Avoiding a Client Crisis “Jan 2017.
Montag is a source for prestigious publications including The Wall Street Journal, Investor’s Business Daily, Investment News, Long Island Business News, Wealth Management, Trust & Estates, National Underwriters Tax Facts, and Financial Planning magazine. He also appeared on Fox Business News, News 12 Business News, and ‘Wall Street Week.’
Henry Montag, CFP, CLTC
The TOLI Center East