Author Archives: WFFA

November 2015 Client Bulletin

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Our November 2015 client bulletin is all about what you need to know about year-end tax planning: Investment tax planning Family tax planning Retirement tax planning Charitable tax planning Business tax planning Estate tax planning  Click to download client bulletin … Continued

October 2015 Client Bulletin

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Our October 2015 client bulletin takes a deep dive into: The pros and cons of Roth IRAs Where to find investment income Social media for small business owners   Click to download client bulletin PDF.

September 2015 Client Bulletin

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Our September 2015 client bulletin takes a closer look at: How past investment losses can help offset future gains A Supreme Court decision that may have a profound affect on state taxes Another Supreme Court decision regarding the ongoing responsibility … Continued