INTERACTIVE PLANNING

Personal, Family and Business Decisions can Affect Each Other, and Your Taxes

All of the various financial aspects of your life can affect each other, so planning for events (that can be planned for) can have a dramatic impact on achieving success in all of these areas, as well as minimizing potential income tax implications of those actions. Let us help, by:

  • Coordinating tax, estate, retirement, investment, insurance, spending, and debt planning
  • Providing assistance in locating the most qualified professionals to implement your plans and goals

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Our Blog

Be Alert and Aware: Tax Scammers Don’t Take a Summer Vacation

July 13, 2017

The IRS has identified several new variations of standard tax scams involving fake tax bills and demands for payments. Many of these scams involve purchasing and transferring information...

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