News & Updates

Heritage Named to CNBC Financial Advisor 100 Ranking – 2022 (10/4/22)

October 6, 2022

Heritage Investment Group has been named to the CNBC Financial Advisor 100 Ranking for 2022. All of us at Heritage are honored to receive this recognition. The listing affirms our goal to be the best investment advisor in the business, providing great value and service to our clients. Click the link below to read the ... Read More

Heritage Sponsors 9th Annual Florida Tax Institute

January 26, 2022

We are proud to be supporting our local, professional community through our sponsorship of the 9th Annual Florida Tax Institute presented by the Florida Tax Education Foundation, Inc. to benefit the University of Florida Levin College of Law Graduate Tax Program. The three-day conference, February 2nd-4th, covers both business and individual taxation, as well as ... Read More

2022 Tax Update

January 11, 2022

No matter how, when or why tax law changes and updates were made, they can hurt or help your bottom line. Proper tax planning begins with understanding what laws changed or were updated from the previous year. To help you out, we pulled together some of the most important changes and adjustments for 2022 and ... Read More

Heritage Named to CNBC Financial Advisor 100 Ranking – 2021 (10/6/21)

October 6, 2021

Heritage Investment Group has been named to the CNBC Financial Advisor 100 Ranking for 2021. All of us at Heritage are honored to receive this recognition. The listing affirms our goal to be the best investment advisor in the business, providing great value and service to our clients. Click the link below to read the ... Read More

Heritage Sponsors 39th Annual Attorney/Trust Officer Liaison Conference

August 23, 2021

Heritage Investment Group was proud to be a sponsor and exhibitor at the Real Property, Probate, Trust and Litigation (“RPPTL”) Section of the Florida Bar’s 39th Annual Attorney/Trust Officer Liaison Conference, which was held on August 19 – 21 at the Breakers.    

2021 Tax Update

July 28, 2021

No matter how, when or why tax law changes and updates were made, they can hurt or help your bottom line. Proper tax planning begins with understanding what laws changed or were updated from the previous year. To help you out, we pulled together some of the most important changes and adjustments for 2021 and ... Read More

Heritage Receives Edenark Group ISO 14001 Sustainability Certification

December 29, 2020

Heritage Investment Group is proud to be Edenark Group ISO 14001 sustainability certified. The Edenark Group ISO 14001 environmental sustainability certification program is the premier sustainability standard. The certification program helps organizations define how it interacts internally and externally with the environment. It incorporates improvement in the handling of energy, waste, water, materials management, employee ... Read More

Heritage Named to CNBC Financial Advisor 100 Ranking – 2020 (10/6/20)

October 6, 2020

Heritage Investment Group has been named to the CNBC Financial Advisor 100 Ranking for 2020. All of us at Heritage are honored to receive this recognition. The listing affirms our goal to be the best investment advisor in the business, providing great value and service to our clients. Click the link below to read the ... Read More

CARES Act

March 31, 2020

On March 27, 2020 President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) into law.   Click the link below to view a summary of the highlights of the CARES Act: Heritage Investment Group CARES Act Summary                        

Heritage Pursues Edenark Group ISO 14001 Sustainability Certification

January 21, 2020

Heritage Investment Group is proud to announce the pursual of the Edenark Group ISO 14001 Sustainability Certification. Check out the announcement below:                      

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