Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax reduction strategies and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …
Join Us for Our Financial Strategy Workshop
Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax-smart retirement planning and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …
Videos: Tax Tips and Strategies
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 …
Filing 2019 Income Taxes and Planning for 2020
For 2019, Form 1040 has been slightly redesigned. There is time to look into tax planning ideas for your 2020 taxes, but here are some things tax filers should review. There are seven federal income tax brackets for 2019. The lowest of the seven tax rates is 10% and the top tax rate 37% …
Filing 2018 Income Taxes and Proactive Tax Planning for 2019
Tatyana Bunich CEP.RFC — 410-908-9293 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients. This special report reviews some of the broader tax law changes along with a wide range of tax reduction …
Year-End Tax Moves for 2015
One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special report covers the details of many year-end tax strategies for 2015. Remember—every situation is different and not all strategies will be appropriate for you. …