Posts by Brian Ellenbecker
Planning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
Read MoreTax Smart Giving – Donor Advised Funds
Tax Smart Giving – Donor Advised Funds Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Donating to charity is a great way to give back to the community. An added…
Read MorePreparing for Tax Season
Preparing for Tax Season Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another tax season is upon us. While it can be a stressful time of the year, there are…
Read MoreFinancial Planning for Retirement in 2024
Financial Planning for Retirement in 2024 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement can be an exciting time in your life. You’re moving to a new phase where…
Read MoreYear-End Financial Planning Checklist
Year-End Financial Planning Checklist Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we approach year-end, finances are on a lot of people’s minds. With a little over two weeks…
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