2024
Play Video Click here for our 2024 Year End Tax Planning Checklist As we approach the end of 2024, our team will be discussing year end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Scott Strohecker, CFP®, EA and Vincenzo Testa, CPA, CFP®, ECA. Topics include: Maximizing…
Written by: Nicole Gobel CPA, CDFA Inflation is not in and of itself negative as we would expect a reasonable increase in all areas over time. Discussions over the last couple years on this topic have often centered around the higher cost of goods, services and housing, and how it has affected the average…