Entries by Travis Allen
Tax Time can be Dreadful. Let’s Change That!
Throughout the year we’re regularly collaborating with clients and their CPAs to come up with various strategies to help manage for what many is their largest single line-item expenditure of their lifetime…Taxes.
Getting Your 6% (While You Still Can)
As we transition to Fall, our focus as a firm begins to narrow in on year-end tax planning for our clients. For many, taxes will represent the single largest line-item expenditure of their lifetime. With that reality, it also represents one of the biggest areas of value add an advisor can bring to the table.