Archive | Tax Management Strategies RSS feed for this section

Five Don’ts For Taxes Before 2014!

We are in the fourth quarter of the year.  To make a football analogy, it’s 3rd and 1 when it comes to year-end tax planning.  Now is the time to meet with your advisor if you haven’t already.  This is particularly important if you are someone who keeps multiple brokerage and investment accounts.  Having a […]

Read full story Comments are closed
tax savings

March – Get $ Fit Challenge

At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness in 2013. We are calling it the: 2013 “Get $ Fit Challenge” Each month I will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become […]

Read full story Comments are closed
Year End Tax Planning

5 Smart Year-end Tax Tips for Small Business Owners

Guest Post by John R. Wheeler, CPA, CFP®  (learn more about John at the end of this post).   Year-end is fast approaching for most small business owners that use a December 31st year-end.  We assume that there are many tax law changes on the horizon and they will impact individuals and small businesses.  We do not […]

Read full story Comments are closed
Dollar bill folded into a heart

Six Steps to Maximize Your Charitable Giving

Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.