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This profile was last updated on 10/31/14  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Claire E. Toth

Wrong Claire E. Toth?

Vice President and Chief Operatin...

Point View Wealth Management, Inc.
382 Springfield Avenue Ste. 208
Summit, New Jersey 07901
United States

Company Description: Founded in 1993, Point View Wealth Management, Inc. is an independent, fee-only, investment advisor providing customized portfolio management services and...   more
Background

Employment History

Education

  • JD
  • J.D. degree
    University of Chicago
  • A.B. Degree
    University of Chicago
  • J.D.
  • degrees
    University of Chicago
  • A.B.
33 Total References
Web References
Our Team
www.ptview.com, 2 Sept 2014 [cached]
CLAIRE E. TOTH, JD, MLT, CFP
Claire E. Toth is Vice President and Chief Operating Officer of Point View Wealth Management, Inc. Point View is an independent, fee-only SEC registered investment advisor providing customized investment services to families, trusts and retirement plans. She advises clients on financial, estate, and retirement planning issues, from the most complex to the most basic.
Clients include presidents and other high-level executives of publicly traded companies, Senior Managing Directors of investment banks, and successful entrepreneurs. Ms. Toth has provided strategies for exercising options, collaring restricted stock, managing SERP investments, and negotiating golden parachutes.
Prior to joining Point View, Ms. Toth was of Counsel to the law firm of Herold and Haines, P.A., in Warren, New Jersey. Her practice centered on tax and business planning for closely held businesses and their owners. Before that, Ms. Toth was a Branch Chief in the Office of Passthroughs and Special Industries with the IRS Chief Counsel in Washington. She has a national reputation in the taxation of partnerships and S corporations.
Ms. Toth has been active in the ABA Tax Section and the New Jersey State Bar Association. She has written for a number of publications, including The Tax Lawyer, the Journal of Limited Liability Companies, Taxation for Accountants, and the Journal of Asset Protection. She speaks frequently before a variety of groups, ranging from the American Bar Association to the New York Society of CPAs. Ms. Toth co-authored the recently enacted legislation permitting single member LLCs in New Jersey. She is quoted regularly in periodicals such as Business News New Jersey and The Morris County Daily Record.
Ms. Toth received her A.B. and J.D. degrees from the University of Chicago, where she was elected to Phi Beta Kappa. She has an M.L.T. from Georgetown University and has received the Certified Financial Planner designation by the CFP Board of Standards.
Active in the Summit community, Ms. Toth is Vice President, Finance of the Summit Educational Foundation. She also volunteers with the Summit Historic Preservation Commission, the Business and Professional Women's Club, in the public schools, in her church, and with the University of Chicago. An avid golfer, Ms. Toth participates in the Executive Women's Golf Association.
Bourne, Noll & Kenyon
bournenoll.com, 2 July 2014 [cached]
Claire E. Toth Bourne, Noll & Kenyon
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Claire E. Toth
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Claire E. Toth E-Mail: ctoth@bournenoll.com Practice Areas:
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Claire has focused her career on privately held businesses and individuals. In this capacity, her practice has run the gamut from business formation to retirement plans to estate planning.
Claire will continue as Vice President of Point View Wealth Management, Inc., a Summit Registered Investment Advisory firm. In that role, she heads up financial planning services for individuals and families. She has held that position since 1999.
Prior to moving to New Jersey, Claire spent twelve years in the Office of IRS Chief Counsel, where she oversaw rulings and regulations for partnerships, S corporations, estates, and trusts. She also spent a number of years in private practice.
Claire is a graduate of the University of Chicago, where she was admitted to Phi Beta Kappa, and the University of Chicago Law School. She received her Master of Laws in Taxation from Georgetown University. Claire has published scholarly articles on partnership allocations, asset preservation, and bankruptcy. She contributes quarterly to Point View Investor , which is reprinted in the local press.
Claire has served as Treasurer to the Summit Educational Foundation, the Summit Business and Professional Women's Club, and Macculloch Hall house museum in Morristown. She sits on the Summit Historic Preservation Commission and is an active volunteer at her church and in the public schools. Claire speaks frequently before groups ranging from the Overlook Foundation to S.A.G.E., as well as to professional organizations.
Point View Wealth Management, Inc.
www.ptview.com, 2 Jan 2014 [cached]
David G. Dietze, JD, CFA, CFP™, President of Point View and its Chief Investment Strategist, and Claire E. Toth, JD, MLT, CFP™, Vice President of Point View and its Chief Operating Officer, are assisted by staff with extensive experience in financial planning, spreadsheet analysis, and computer and management services.
Point View Wealth Management, Inc.
www.ptview.com, 9 May 2012 [cached]
Contact David Dietze (ddietze@ptview.com), or Claire Toth (ctoth@ptview.com), or call (908) 598-1717 .
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Point View's Claire Toth will appear on a panel sponsored by SAGE on financial planning for seniors and boomers: Click here for more information
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Point View's Claire Toth writes for the Alternative Press:Don't be a Cybervictim!
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Point View's Claire Toth to speak to the Summit-New Providence Rotary on March 17th at noon on the New Tax Planning.
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David G. Dietze, JD, CFA, CFP and Claire E. Toth, JD, MLT, CFP, both of Point View Wealth Management in Summit, NJ will speak Thursday October 10th at 9:30 AM on "How to Generate Income and Protect Your Nest Egg: From the Markets, from Inflation, and from the Tax Man" at the Wyckoff (NJ) Reformed Church, 580 Wyckoff Avenue.
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Point View's Claire Toth to participate in
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Point View's Claire Toth to present "Boost Your Financial Security, Tips You Can Use Today"
Bourne, Noll & Kenyon
bournenoll.com, 27 Oct 2013 [cached]
Claire E. Toth
...
The law firm of Bourne, Noll & Kenyon in Summit has announced that Ellyn A. Draikiwicz has returned to the firm as a member and Claire E. Toth has become counsel to the firm.
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Ms. Toth has focused her career on privately held businesses and individuals. In this capacity, her practice extends from business formation to retirement plans to estate planning.
Ms. Toth continues as Vice President of Point View Wealth Management, Inc., a Summit Registered Investment Advisory firm. In that role, she heads up financial planning services for individuals and families.
Claire is a graduate of the University of Chicago, where she was admitted to Phi Beta Kappa, and the University of Chicago Law School. She received her Master of Laws in Taxation from Georgetown University.
Earlier in her career, Ms. Toth spent twelve years in the Office of IRS Chief Counsel, where she oversaw rulings and regulations for partnerships, S corporations, estates, and trusts. She has served as Treasurer to the Summit Educational Foundation, the Summit Business and Professional Women's Club, and Macculloch Hall house museum in Morristown. She sits on the Summit Historic Preservation Commission. Claire speaks frequently before groups ranging from the Overlook Foundation to S.A.G.E., as well as to professional organizations.
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