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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A list of important dates from the federal tax calendar
A full set of downloadable forms from the IRS
A full set of downloadable publications from the IRS
Tables to enable you to find your federal marginal income tax rate
Compare Capital Gains, Social Security, Medicare & Net Investment Income taxes by filing status and income.
Download this complimentary checklist here to help gather your tax information.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.