A Tax Smart Investing Strategy

Brian Fricke, CFP®Investing

When a client needed to sell stock with a large capital gain tax, we helped them utilize this clever strategy to minimize tax paid on the stock.

Understanding Tax Preparation

Brian Fricke, CFP®Asset Protection, Taxes

You’ve all heard that old saying that you can’t avoid death and taxes. Unfortunately, this adage is true. Since I believe you should spend as much of your time as possible doing only what brings you immense joy and satisfaction, I doubt that filling out your tax return is one of these activities! That’s why I urge you to use … Read More