Don't forget to DocuSign or upload your Form 8879 to our office before 10/15! This allows our office to file your return electronically.
(Please disregard if you have already done so.)
End of the YEAR Tip #1
Schedule Your EOY Tax Planning Meeting
Decisions that impact your taxes might take weeks or months to come to fruition. That means being proactive with your tax planning can save a direct result on the money you save.
Contact our office today to schedule your EOY 2025 tax planning meeting. Whether in person or by phone, securing your meeting now ensures you don’t miss critical opportunities for planning and preparation. Availability is limited, so we encourage you to reserve your time as soon as possible.
817-430-3000
BE INFORMED - Past Webinars
Investing in a Volatile Market: Long-Term Strategies vs. Emotional Decisions
Asset Protection is protecting your money/assets from anyone or anything that can potentially take them. For example, the IRS, stock market, long-term care expenses and negligence lawsuits. By reducing your taxes, avoiding large downturns in the stock market, and protecting against the LTC expenses in retirement, are all forms of asset protection planning.
Anything you own personally (in your own name) is 100% at risk to creditors (exceptions are IRAs, cash value life, personal residence, and annuities). Revocable estate planning "trusts" provide NO asset protection.
Did you know forming an LLC and transferring ownership of your valuable assets to the LLC protects all those assets from negligence lawsuits?
Click on the button below to learn more about separating liability assets from non-liability assets and what assets are worth protecting!
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