Broker Check

Are You Prepared for Tax Season?

January 23, 2023

Tax Season can be scary. Even though we know it comes around every year, many of us (myself included!) try to ignore and avoid thinking about it until early April. 

To help you face your fears and stop procrastinating, we're offering two short white papers this month. Please keep in mind that they are for informational purposes only and not a replacement for real-life advice. We recommend that you consult your tax, legal, and accounting professionals before modifying your strategy.

Here's a link to the first white paper:

 2023 Tax Planning

If you'd like to talk to our advisors about your tax or financial concerns, we're always available. Reach out with an email or phone call, and we'll be happy to schedule a conversation.

Next week, we'll be offering a second white paper, Common Tax Errors to Avoid.

Stay tuned!