Tax Planning
Tax
Planning
We can help you better understand your tax situation.
Tax Planning
Services
1.
Complimentary tax review
2.
Advice on understanding your tax return
3.
Recommendations of any findings and how these could impact your investments
Insights
Year-End Financial Check-Up
As we approach the end of the year there are a few financial moves you can make that will help you manage
James Behr Jr
Is Your IRA Distribution Tax-Free? The Answer May Surprise You
In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code. If you have to take
James Behr Jr
The Benefits of Naming Beneficiaries in Your IRA
For most people, naming beneficiaries for retirement assets or life insurance policies happens one time – when the account or policy is
James Behr Jr
