tax planning

Tax Season Review

Tax Season Review

June 9, 2022

The 2021 tax season is officially behind us! Over the past few years there have been unusual factors making tax preparation and planning more challenging than ever.

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Consolidating Retirement Accounts

Consolidating Retirement Accounts [Video]

March 1, 2022

[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?

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12 Tax Things to do before 12/31

12 Tax Things to do Before 12/31 [Video]

October 25, 2021

Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.

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Gift Match

Gift Match & A New Year [Video]

December 31, 2020

[Video] Gift Match & A New Year| Here is our final reveal of our Gift match from the 2020 Christmas challenge! We challenged you to give a gift so we could match it.

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Schedule Your tax return

Schedule your tax return [Video]

December 21, 2020

[Video] Schedule Your Tax Return| Have you ever thought to schedule your tax return? Let me explain what I am talking about and the advantages to this.

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charitable giving

Charitable Giving Reminders For 2020 [Video]

December 7, 2020

Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.

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