10 Tax Planning Tips Your CPA Might Have Missed

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA?

Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed.

Click here to open fullscreen

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

How Will You Measure Financial Goals in 2017?

Published By Ron Carson This is the time of year when many of us make resolutions and set big goals. Unfortunately, the promises we make to ourselves often get broken. Why? Many of us take the DIY approach, start out with great enthusiasm and, as life brings interruptions, gradually lose fo …

InvestmentNews Recognizes Ron Carson As 2016 Innovator

InvestmentNews named our Founder and CEO, Ron Carson, one of its 2016 Icons and Innovators. His unrelenting commitment to advance the profession of financial advice for the better and his passionate spirit for innovating the way financial advice is delivered are just a few reasons Ron stuck …

Seven Financial Actions to Consider Before 2017

Published by Scott Ford The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven ac …

Year End Tax Tips

Published by Mark Lookabill It’s not too late! Before the clock strikes midnight on January 31, you still have time to potentially take some steps to lower your 2016 taxes. Here are six of my end of year tax tips:
1 2 3 68 69 70 71 72 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation