2023 Tax Planning Checklist скачать в хорошем качестве

2023 Tax Planning Checklist

The tax deadline (April 18) is quickly approaching and it's that time of year to prepare for your tax return. Pure's Financial Planner, Scott Huband, CFP®, AIF®, takes you through a quick checklist to make sure you have all the right documents and deductions. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Download the free 2023 Tax Planning Guide: https://purefinancial.com/white-paper... Schedule a free assessment with any one of our experienced financial professionals: https://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask your personal finance questions: https://bit.ly/AskPure Subscribe to our channel: https://bit.ly/PureFinancialYouTube IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.