Did you Know?


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All or part of your 2018 state tax refund may not be taxable in 2019.

Qualified opportunity zone tax benefits, find out if it's right for you.

Now is the time to review income tax withholdings, 401K maximization, and other year-end tax and financial planning items

I have a referral network of professionals that can assist you with financial/retirement planning, trust and estate planning, real estate sales and purchases, home loans, insurance needs, etc. You should review this annually.