Videos: Tax Tips and Strategies

Video: Charitable Contributions, Financial 1 Tax

At Financial 1, we offer practical strategies to help you grow your assets and build wealth. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to accounting, tax planning and preserving wealth. Three videos to help you get started …

Listen: Essential Legacy Tax Tips (Podcast)

Legacy Therapy Podcast, Essential pre-death tax tips

Tatyana Bunich joins the “Legacy Therapy” podcast to explore the unintended consequences that can come when someone receives a large inheritance after a family member passes away …