by Joe Fragnoli | Nov 15, 2017 | financial planning, Tax Planning
Tax Planning & Financial Planning – Time is Now As we approach the end of the year, so much is happening in our financial world. We have proposed tax legislation which, if passed, can impact decisions for 2017 as well as 2018. The question is “if it...
by Joe Fragnoli | Oct 6, 2017 | blog, financial planning
With only a few months until the holiday season, many of us are already preparing for the festivities that will occur soon. And with the traveling, holiday parties and gatherings around the corner, financial and tax planning is not at the top of many of our agendas....
by Joe Fragnoli | Aug 21, 2017 | Business Consulting, Business Planning, financial planning, Marketing/ Business Development, small business, Start Up Business, Uncategorized
Business Plan – Your Blueprint to Business Success Running a business without a business plan is like rock climbing blindfolded. Your chances of making it successfully to the top are slim. And the process will surely be a death-defying one. A business plan is a...
by Joe Fragnoli | Jun 25, 2017 | Business Consulting, Business Management, Business Planning, estate planning, financial planning, Marketing/ Business Development, small business, Start Up Business, Uncategorized
Business Planning – Get a Business Performance Review What is a Business Performance Review? When performing business planning services a great starting point is “A Performance Review”. At Joseph F. Fragnoli, CPA, PC in Nashville, TN, after having...
by Joe Fragnoli | Dec 12, 2016 | financial planning, Retirement Planning, Tax, Tax Planning, Uncategorized
TAX INEFFICIENCY IN MUTUAL FUND INVESTING – There are a number if financial and tax considerations when using mutual funds as an investment tool. One thing that I have experienced is that most of the investment advisors and financial planners that...
by Joe Fragnoli | Aug 18, 2016 | financial planning, Uncategorized
Financial planning should be about you and not the planner and their products. I entered the investment advisory field for two reasons. First, is because I was sick and tired of financial planners telling people that they must have these huge sums of money saved in...
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