Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®

Arizona Tax Credits Offer Tax Savings: 2024 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 2024…

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Video: What to Expect in December

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Year-End Tax Planning Strategies

As we approach the end of the year, it’s wise to be mindful of the upcoming tax season. Of course, you’ll want to consider the tax impact of your financial decisions throughout the year, but December is the time for last-minute actions to maximize your tax savings or set yourself up for the year ahead….

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Video: Happy Thanksgiving!

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Video: Why Did The Market Go Down

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