Taxes

08 Mar 2018 Swim With Jim – Estate Planning

Posted by Jim Ludwick

08 Mar 2018 Daily Juice – Should you do your own tax return?

Posted by Anna Sergunina

08 Mar 2018 Live with MainStreet – EP 22 – Tax Season

Posted by Anna Sergunina

02 Jan 2018 Swim with Jim – Small Business Planning 2018

Posted by Jim Ludwick

05 Dec 2017 End of Year Planning: More Urgent This Year

Posted by Jim Ludwick

14 Nov 2017 Year-End Financial Checklist

Posted by Anna Sergunina

17 Apr 2017 Live with MainStreet – Ep. 11 Spring Cleaning and Vacation Prep

Spring Cleaning and Vacation Prep tips

Posted by Anna Sergunina

17 Mar 2017 Smart moves for your tax refund

Posted by Anna Sergunina

2017 Tax season is finally here. Many of you already completed your tax returns and many are still working on them, including me. Gosh, life used to be so simple when I didn’t own a business and only had W-2 income!...

15 Mar 2017 Live with MainStreet – Ep. 10 Tax Time

Episode 10 Tax Time

Posted by Anna Sergunina

14 Mar 2017 Time to Give It Away

Posted by Jim Ludwick

Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...