by Brian Preston | Nov 20, 2020 | Blogs
Taxes are an unavoidable part of life, but there are ways to lower your tax burden. In 2020, there was a plethora of new legislation and law changes that could change your next tax bill. It’s important to know how those changes affect you and how to optimize your tax...
by Brian Preston | Nov 20, 2020 | Podcasts, Featured
Maximize your dollars this year! Whether just starting out or reaching a new level of financial complexity, we have important tax planning tips you can take advantage of in the new year. In this episode, you’ll learn: Positives and negatives of new distribution...
by Brian Preston | Jan 24, 2020 | Featured, Podcasts
On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don’t worry, in this episode, we break down everything you need to know about the SECURE Act and how your strategies may need to...
by Brian Preston | Dec 6, 2019 | Featured, Podcasts
You don’t want to get stuck with a big tax bill! Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We use these strategies for ourselves and our clients and, in this...
by Brian Preston | Dec 7, 2018 | Featured, Podcasts
Everyone wants to be like a celebrity. All they have to do is have the right handbag, shoes, or outfit and it will sell out. We have learned celebrities are not immune to financial mistakes. We have all seen stories in the media about different mistakes that...
