Key Financial Data for 2024
A reference worksheet of key financial tax data for 2024 Continue Reading
Postedby Terry Allen
Date posted01/15/2024
Taxes
Taxes
Key Financial Data for 2023
Not sure what financial data you need for understanding tax items like the tax rate schedule, standard deductions and gift and estate tax credits? Use this document as your cheat sheet. Continue Reading
Postedby Terry Allen
Date posted09/25/2023
Key Financial Data for 2021
Whether you're filing taxes yourself or using a CPA, it's helpful to understand tax items. Terry Allen, CFP of Enhance Wealth Advisors provides BPOA members a 2021 Key Financial Data sheet. Continue Reading
Postedby Terry Allen
Date posted03/5/2021
Key Estate Planning Documents Needed
The five key estate planning documents you may need, regardless of your age, health, or wealth. Continue Reading
Date posted03/5/2021