Category: Taxes

We consider the tax implications of everything we do for you. And our tax services include strategic income tax planning and the preparation and filing of your tax returns. Tax planning should be a continual and proactive process, not a task for a few weeks in March and April each year.

  • John Wolfenden
  • Nichole Williams
  • Courtney M. Weber
  • Heather J. Spencer
  • Will B. Lundstrom
  • John S. Evans
  • Eric Chaimowitz
  • David J. Bross
  • Thomas Bentley
  • Scott M. Barbee
  • Ginger S. Ittenbach
  • Business Owners
  • Charitable Giving & Philanthropy
  • Economic Issues
  • Financial Education
  • Investment Portfolio
  • IRAs
  • Tax Laws

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John Wolfenden
Ginger S. Ittenbach
John Wolfenden and Ginger S. Ittenbach   February 1, 2017
Individual Tax Reform: A Quick Summary for a Slow Process
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Truepoint
Truepoint   September 22, 2016
6 Ways to Minimize Taxes During Retirement
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Eric Chaimowitz
Eric Chaimowitz   September 7, 2016
Planning to Avoid Panic: How Careful Preparation Can Minimize Your Tax Burden
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Ginger S. Ittenbach
Ginger S. Ittenbach   May 20, 2016
Tax Planning for Business Owners: Five Things to Remember
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Ginger S. Ittenbach
Ginger S. Ittenbach   March 1, 2016
Asking the Right Questions: How Truepoint’s Integrated Approach Helps Reduce Your Tax Burden
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Nichole Williams
Nichole Williams   March 2, 2015
There’s No “I” in Taxes: A Team Approach to Tax Planning
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