Broker Check

Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies

Review of your tax situation and planning to incorporate tax law changes

Complimentary consultation with your tax preparer

Recommendations of tax solutions including tax-advantaged investments

Update you on new tax laws that can affect your situation

Educational Insights

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.