Category: Taxes

We consider the tax implications of everything we do for you. And our tax services include strategic income tax planning and the preparation and filing of your tax returns. Tax planning should be a continual and proactive process, not a task for a few weeks in March and April each year.

  • Nate Maxson
  • Katie Newman
  • John Wolfenden
  • Nichole Williams
  • Courtney M. Weber
  • Heather J. Spencer
  • Will B. Lundstrom
  • John S. Evans
  • Eric Chaimowitz
  • David J. Bross
  • Thomas Bentley
  • Scott M. Barbee
  • Ginger S. Ittenbach
  • Economic Issues
  • Financial Education
  • Insurance
  • Investment Portfolio
  • Risk Management
  • Tax Forms & Records
  • Tax Laws

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Truepoint
Truepoint   May 9, 2013
Tax Season Takeaways
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Courtney M. Weber
Courtney M. Weber   March 12, 2013
Tax Changes and How They Affect You
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Truepoint
Truepoint   February 25, 2013
Details of the Fiscal Cliff Vote
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Ginger S. Ittenbach
Ginger S. Ittenbach   June 1, 2012
Oil and Gas: Complexity, Risk, and Reward
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Scott M. Barbee
Scott M. Barbee   March 6, 2012
The Alternative Minimum Tax (AMT)
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John S. Evans
John S. Evans   December 20, 2010
Health Care Reform – Fact vs. Fiction
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