• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
bautis financial secure your castle achieve your dreams

Tax Tips

How to Be More Tax Efficient

How to Be More Tax Efficient in 2022 – Daily Flash Briefing

May 11, 2022 by Bautis Financial

Tax planning should be a year-long activity that cuts across almost everything you do financially.

Read moreHow to Be More Tax Efficient in 2022 – Daily Flash Briefing
Searching for Tax-Saving Strategies

Webinar – 5 Ways You Could Reduce Your 2021 Taxes

February 24, 2022 by Bautis Financial

Whether you choose to use a tax preparer or file yourself, you don’t want to miss out on these tax strategies that could save you!

Read moreWebinar – 5 Ways You Could Reduce Your 2021 Taxes
5 Tax Benefits for Higher Education Expenses

5 Tax Benefits for Higher Education Expenses

December 16, 2021 by Bautis Financial

These tax benefits can help you save on expenses for higher education to maximize your college savings.

Read more5 Tax Benefits for Higher Education Expenses
6 Questions to Ask Your CPA Before the End of the Year

6 Questions to Ask Your CPA Before the End of the Year

November 9, 2021 by Bautis Financial

Understanding the ever-changing tax laws isn’t easy. Stay on top of your finances before the year ends by asking your tax professional these six questions.

Read more6 Questions to Ask Your CPA Before the End of the Year
How to Prepare for Tax Changes in the Biden Administration

Worried About Tax Law Changes? 3 Simple Actions to Gain Serenity Now

May 20, 2021 by Bautis Financial

With a new presidential administration in office, we can expect changes to current tax laws. Here's how you can adapt to what's next.

Read moreWorried About Tax Law Changes? 3 Simple Actions to Gain Serenity Now
Reviewing Your Tax Return

Why You Are Not Finished With Your Taxes After You File Your Return

May 12, 2021 by Bautis Financial

Monday marks the end to the tax season, but tax planning should be done year-round. Discover how to improve your wealth by reviewing your 2020 tax return.

Read moreWhy You Are Not Finished With Your Taxes After You File Your Return
How to Make Your Money Last in Retirement

How to Make Your Money Last in Retirement

March 31, 2021 by Bautis Financial

How big you build your nest egg will impact how long your money lasts in retirement. Likely, you already know this. But other factors matter, too.

Read moreHow to Make Your Money Last in Retirement
SECURE Act Changes to Required Minimum Distributions

Episode 37 – The SECURE Act and Changes to Your Retirement Plan

February 24, 2020 by Bautis Financial

Catch up on the SECURE Act's biggest changes and how these changes may impact your financial plan.

Read moreEpisode 37 – The SECURE Act and Changes to Your Retirement Plan

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2022 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top