Taxes Archives | B.E.S.T. Wealth Management

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Category: Taxes

We Now Prepare Tax Returns!!

I am very excited to announce that we will now be preparing tax returns! We’ve long known that this is something that would be very

January 8, 2019 No Comments

3 Reasons to do a Roth IRA Conversion

In today’s blog post, learn 3 reasons why it may be advantageous for you to start converting some of your IRA to a Roth IRA

November 29, 2017 No Comments

Articles of Interest: [Breaking News] Tax Reform Part II

This week’s Articles of Interest is a continuation from last week’s article. Last week I shared an article that discussed the tax reform plan released

November 10, 2017 No Comments

Articles of Interest: [Breaking News] Tax Reform

On Thursday, the House GOP released an outline of their proposed tax reform bill known as the Tax Cuts and Jobs Act. In today’s Article’s

November 3, 2017 No Comments

I’ve Been Published! ThinkAdvisor.com

I’m very happy to report that I’ve recently been published on ThinkAdvisor.com. The article I wrote for them is titled An Unconventional Approach to Asset

August 9, 2017 No Comments

I’ve Been Published – Again!!

I’m very happy to report that I’ve been published again. This time it’s in Financial Advisor Magazine’s online section, Expert Views. This article is an

May 25, 2017 No Comments

I’ve Been Published!!

I’m very happy to report that I’ve been published in the Tax Planning section of a leading industry magazine, Investment News. This is exciting since

May 8, 2017 2 Comments

The Ultimate Tax Shelter

If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands

January 29, 2016 No Comments

4 Secret Benefits of Setting Up a 401k

As a business owner you have a tremendous opportunity that your employees do not have. You have the ability to set up a 401k plan. Employees

January 12, 2015 No Comments

Should You Set Up A Small Business 401k?

401k plans are a great tool for small business owners to achieve their retirement goals. But let’s not put the cart before the horse. The

January 9, 2015 No Comments

What Does A Comprehensive Financial Plan Look Like?

Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to:

November 14, 2013 No Comments

Tax Efficient Investing

Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies

November 11, 2013 No Comments

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Financial Planning at its B.E.S.T.

Category: Taxes

We Now Prepare Tax Returns!!

3 Reasons to do a Roth IRA Conversion

Articles of Interest: [Breaking News] Tax Reform Part II

Articles of Interest: [Breaking News] Tax Reform

I’ve Been Published! ThinkAdvisor.com

I’ve Been Published – Again!!

I’ve Been Published!!

The Ultimate Tax Shelter

4 Secret Benefits of Setting Up a 401k

Should You Set Up A Small Business 401k?

What Does A Comprehensive Financial Plan Look Like?

Tax Efficient Investing

Our Mission

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We Now Prepare Tax Returns!!

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