facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

From Our Point of View

Taxes are NOT going up?! Thumbnail

Taxes are NOT going up?!

Taxes are NOT going up!?! Until the Build Back Better plan, or an alternative, is approved, there are no tax increases scheduled for 2022.

Read More
Reducing Investment Taxes  Thumbnail

Reducing Investment Taxes

Do you have cash or investment funds that you do not need during your lifetime, and where you would like to maximize the investment return by eliminating taxes?

Read More
Heading Into Peak Harvesting Season Thumbnail

Heading Into Peak Harvesting Season

As we look ahead at the fourth quarter and year-end, we see the extended tax 2020 deadline (October 15th) approaching and our shortening timeline to make strategic tax moves for 2021.

Read More