Taxes
Written by: Nicole Gobel CPA, CDFA This time of year, we prioritize year-end tax planning with our clients. As an advisor and CPA, I review my clients’ accounts to identify any opportunities for loss harvesting. However, we’ve had two great years in the markets, so thankfully, there haven’t been any losses to utilize in our…
Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One of the avenues through which people accumulate wealth is by investing in employer-sponsored retirement plans, such as 401(k)s. These plans offer a range of investment options, including stocks and even company stock. One aspect of…