With 2019 winding down, it’s time for one more look to see whether there are worthwhile tax saving opportunities that you can still take advantage of before the calendar shuts the door.
Thank you to everyone who came to the event, we’re grateful for having such engaged and interested clients. As always, we value any feedback you might have, so please don’t hesitate to reach out to your advisor with any questions.
Please click the image below to begin the presentation.
The following article is provided by Ed Slott and Company. Affiance is granted access to this content as part of Financial Planner Seth Meisler’s membership in Ed Slott’s Elite IRA Advisor Group — an exclusive group for financial advisors dedicated to being leaders in the IRA industry. If you have any questions about the following information, please contact us today.
Thank you to everyone who attended our Tax Planning Presentation on October 3. Seth presented valuable information regarding the recent changes in Minnesota and Federal Tax legislation, as well as some end-of-year tax strategies and reminders. Please click the graphic below to begin the presentation.
As always, we value your feedback, so please don't hesitate to reach out to your adviser with any questions or comments.
by Steven E. Warren
Affiance Financial is pleased to share the following article on Tax Identity Theft by Steven E. Warren. Steven E. Warren, CPA, MBT practices accounting and consulting at Schechter Dokken Kanter, a Minneapolis CPA and consulting firm, and he is an adjunct professor at the University of St. Thomas. Mr. Warren can be contacted at email@example.com or 612-332-9391.