Skip to content

[ Success by Design ]

  • Talent
    • Talent
    • Extended Professional Network
    • Supporting Our Community
  • Insight
    • Business, Financial & Economic News
    • The Value of a Human Advisor
    • Market Indices
    • Media Center
  • Resources
    • Announcements & Events
    • Business, Financial & Economic News
    • Client Resources
    • Covid-19 Resources
    • Medicare 101
    • Tax Preparation Resources
    • Smarsh
  • Contact
    • Find Us
    • The best way to contact our office
    • Vendor Meeting Request
  • Disclosures
    • Annual Disclosures
    • Privacy Policy
    • Narrative/Form ADV
  • Career Opportunities

tax strategy

Tax Moves to Consider in Summer

August 7, 2019Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News

Now is a Good Time to Think About a Few Financial Matters   Consider making tax moves earlier rather than …

Tagged tax returns, tax strategy

Securities offered through Cadaret, Grant & Co. Inc. member FINRA/SIPC.  Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.  Prentice Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

 

© 2020 Prentice Wealth Management, LLC

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

© 2021  Business Times By Prosys Theme. Powered by WordPress