Vaccine for Physician Pocketbooks

Category: Financial Planning » Taxes

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Webinar: Creating Your Paycheck in Retirement

Category: Financial Planning » Taxes

By Joe Bantz

04/29/2021

Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.

Webinar: Navigating The Proposed Tax Changes

Category: Financial Planning » Taxes

By Kent Kramer

07/29/2021

There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.

Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls

Category: Financial Planning » Taxes

By Foster Group

05/29/2024

There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Taxes

By Jason Brown

02/26/2021

As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Taxes

By Marcus Iwig

02/01/2021

Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.

What Tax Documents Do Investors Need to File?

Category: Financial Planning » Taxes

By Emily Ozanne

03/04/2022

I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Taxes

By Wade Den Hartog

04/30/2020

No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Who Should Care About the CARES Act? You!

Category: Financial Planning » Taxes

By Zach Dalluge

03/30/2020

Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�