Complimentary E-Books

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare.

This brand-new, downloadable Tax Planning whitepaper can be a valuable resource when helping clients stay prepared for the upcoming tax season. The 2021 edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

This e-book covers:

• Information that can help save thousands in taxes and fees
• Tips for speeding up retirement preparations
• Critical mistakes to avoid

Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This e-book outlines the top three expenditures that typically impact their ability to plan ahead: their home, vehicle, and travel. 

Younger generations have very different personal finance and investing priorities than their parents. Read this e-book to navigate the world of investing and personal finance, and to start thinking seriously about their financial future. 

In this e-book, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.