Covisum

MAY 19, 2022

You know that taxes are a crucial element of any retirement strategy that can't and shouldn't be ignored. However, taxes are rarely straightforward, especially taxes on retirement income. That's where you come in. Registered investment advisors can deliver significant value through different tax strategies. Help your clients keep more of their hard-earned retirement dollars by identifying tax traps and opportunities.

Tax Planning 52

Tax Planning Taxes Retirement Planning 52

Andrew Thrasher

MAY 19, 2022

Here’s the replay from my conversation with Mike Green and Harley Bassman on their show last week. We had a great conversation about volatility, using technical analysis, inflation, did the Fed manipulate markets, and what’s unfolding in the market this Continue reading Keeping it Simple Web Series by Simplify → The post Keeping it Simple Web Series by Simplify first appeared on.

Marketing 52

Marketing Marketing 52

MainStreet Financial Planning

MAY 19, 2022

“Sandwich Generation,” you’ve heard this phrase before. In fact you might even be in it with your own family. I am certainly feeling like I am in the middle of that sandwich currently with my own. The big question is how do we balance our own life, creating a family, raising our kids while also making sure that we can take care of our parents when they need us.

Medical 52

Medical Financial Planning Retirement Planning 52

Steve Feinberg

MAY 19, 2022

One of the most challenging aspects of owning a business is properly filing your taxes every year—and the changes to the tax code that happened in 2021 have only made things more confusing. That’s why Appletree Partnered with Bankprov.com to help explain what the 2021 changes mean for owners of small and mid-sized businesses when it comes to net operating loss, employee retention credits, PPP forgiveness, and plenty more.

Taxes 52

Taxes 52

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Accounting