Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
Arizona Tax Credits Offer Tax Savings: 2025 Update
A new year, another chance to trim your tax liability. We first wrote about Arizona’s unique tax credits and the tax savings they can provide in 2022. This program is ongoing. We wanted to remind our Arizona clients of what these taxes are, how they work, and the updated figures and deadlines for the 2025…
Time to Be Intentional with Year-End Planning
As the leaves fall and the calendar edges closer to December 31st, many of our clients begin asking the same question: “Is there anything I still need to do before year-end? And do I still have time to get everything done?” The good news is yes-there’s still time to be intentional about your charitable giving,…