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As you continue to prepare your taxes, we’ve compiled a list of our best resources to help you get the job done. Whether you’re looking for help understanding the tax benefits of giving to charity, are looking for advice about filing taxes as an entrepreneur, or are ready to wrap up your financials from 2016 and start fresh for 2017, we have a resource that should help. Here are our most popular tax planning articles:
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The mention of Fort Lauderdale may bring up unshakeable memories of college spring breaks, endless days on the sand, and your inexpensive rental that you scooped up for yourself and a group of friends. While the beach lifestyle is still at the heart of this town... Read More
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While the beat may never stop in the big city of Miami, the longstanding international party of South Beach may not be your dream setting for your golden years. You still may be interested in beautiful beaches, warm temperatures, sprawling downtown and... Read More
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Did you know that the average American’s life expectancy is now 78-years-old and that figure will likely continue to grow higher year after year? Did you also know that the U.S. Department of Health and Human Services estimates that 70% of people over age 65 can.... Read More
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- We are excited to announce that Jeff Realejo and Matthew D. Saneholtz, CFA, CFP®, EA went to the Inside ETF Conference this January. The Inside ETF Conference takes place right here in South Florida and offers a unique educational opportunity paired with the networking promise of over 2,000 financial advisors.
- Marianela Collado, CPA/PFS, CFP®, represented Tobias Financial Advisors at Heckerling Institute’s 51st Annual Estate Planning Seminar. The seminar focused on recent tax and estate planning developments including 2016 election implications, Section 2704 Proposed Regulations, elder law, international planning, and more.
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REACH OUT TO TOBIAS FINANCIAL ADVISORS
WITH YOUR TAX PLANNING QUESTIONS TODAY
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