Posts by Brian Ellenbecker
Planning for the Expiration of TCJA: For Individuals
Planning for the Expiration of TCJA: Top Issues for Individuals Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In April, we discussed how the expiration of the Tax Cuts and…
Read MoreTax Planning vs. Tax Preparation
Tax Planning vs. Tax Preparation Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Taxes are a critical piece of your financial picture. Receiving sound advice and guidance while ensuring you…
Read More2024 Important Numbers
2024 Important Numbers Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Now that the 2023 tax season ended a few weeks ago, it’s time to put more of our focus…
Read MorePlanning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreTax Smart Giving – Donor Advised Funds
Tax Smart Giving – Donor Advised Funds Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Donating to charity is a great way to give back to the community. An added…
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