Debunking 5 Common Tax Myths

By Nicholas Gertsema, CFP®, ChFC®, RICP®, AIF®, CEO and Wealth Advisor   When it comes to tax planning, there’s no shortage of widely held beliefs and misconceptions about the tax code.

Make Tax Planning Part of Your Financial Planning

By Cristina Wiebelt-Smith, CPA, Wealth Planning Administrator Do you get busy? I get busy. You know who else gets busy? Tax preparers.

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