COVID Financial Planning Opportunity 3: Tax Planning
Because of COVID, a great opportunity to review all of your tax planning needs has been created. This article details everything you need to know.
Tag: Tax Planning
Four Financial Planning Opportunities to Take Advantage of During the COVID-19 Pandemic
Financial challenges brought by the COVID-19 pandemic create several opportunities. Here are four that should be considered.
The 800-pound Gorilla of PPP Loan Forgiveness
There is one HUGE technicality of the PPP loan forgiveness program that must be addressed by Congress.
Fire Your CPA if They Aren’t Doing These 3 Things
When you see the word CPA some of these words might come to mind: Taxes April 15th Pocket protector UnhealthyContinue Reading
2018 Tax Plan Changes Overview
Learn how the proposed tax plan will affect you.
Opportunities for CPAs and Financial Planners to Collaborate
This article reviews scenarios where CPA’s and Financial Planners can collaborate to maximize client service and tax strategies.
Proper Income Tax Planning for Individuals
Proper tax planning for individuals is a year-round project that should be handled with your trusted tax professional. Often times,Continue Reading
Tax Planning Checklist
It’s hard to believe but half of 2017 has come and gone. Summer is in full force and vacation seasonContinue Reading
