by Brian Bowen | Dec 2, 2020 | Uncategorized
What should be on the top of your financial to-do list before the end of the year? Do you have everything in order? IRA expert, Ed Slott says everyone should be considering a Roth conversion this year while the taxes are at historic lows. Does Brian agree? Are Roth...
by Brian Bowen | Sep 6, 2016 | Tax Preparation, Tax Tips, Uncategorized
September already? One minute we were sipping lemonade on a hot, lazy July day and suddenly the end of the year is barreling toward us at warp speed. Thankfully, tax time is still a speck in the distance….right? Not really. September is a critical month to...
