by Joe Fragnoli | Nov 25, 2019 | Offer in Compromise, Tax, Tax resolutions
TAX RESOLUTIONS Tax resolutions are promoted all over the place; television, radio, and the internet. Many of our peers promote tax resolutions, specifically, offers in compromise, as an easily approved process. Quite to the contrary. Most offers in compromise get...
by Joe Fragnoli | Sep 12, 2019 | Business Planning, estate planning, financial planning, retirement, Retirement Planning, Tax Planning
Financial Direction – One Question There are a number of people who want to achieve financial direction through cohesive financial planning and plan for their future; however, the process can be overwhelming. They get their check lists or questionnaires and...
by Joe Fragnoli | Aug 15, 2019 | Business Planning, estate planning, financial planning, retirement, Retirement Planning, Tax Planning
Financial Planning – It’s for Everyone Financial planning is a process that can and should be applied to all those who seek it. I am so tired of seeing these TV commercials where the moderator speaks about a great quality of life in retirement, or funding...
by Joe Fragnoli | Aug 11, 2019 | financial planning, retirement, Retirement Planning, Tax Planning
A Cohesive Financial Plan Is your financial plan, if you have one, a cohesive financial plan that incorporates YOUR objectives, desires, and financial target?. Does the plan include income tax implications for current decisions and future objectives? If not, then you...
by Joe Fragnoli | Aug 6, 2019 | Business Planning, estate planning, financial planning, Retirement Planning, Tax Planning
Comprehensive Financial Planning Comprehensive Financial Planning is one of the most overlooked services an individual or company should undertake. It is never too early or too late to engage a professional to assist one in developing a financial plan. Obviously, the...
Recent Comments