by Ileana Bravo | Nov 20, 2017 | blog, Members Area
Business owners who are hoping for large tax deductions for this year are running out of time to lock in those savings if you haven’t made a move yet on the cusp of the holidays. Surely you have a lot for which to be thankful but you could be showing your...
by PensionQuote Inc. | Nov 11, 2015 | blog
As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers— financial advisors and...