Peak Profit Solutions offers actionable steps that individuals or businesses can take to reduce or eliminate their taxes, all without replacing the role of a CPA or Wealth Advisor. Listen to discover some of their solutions.
Democrats Hint At Delaying Voting on Biden’s “Build Back Better” Plan Until 2022 – Daily Flash Briefing
According to congressional sources, Democrats in the Senate are preparing to miss the self-imposed deadline to pass "Build Back Better" by the end of the year.
In this installment of Advisor Commentary, Marc Bautis discusses what's in President Biden's much-debated infrastructure bill, individual stock risk and more.
How Much Will Yesterday’s $699.6 Million Powerball Winner Take Home After Taxes? – Daily Flash Briefing
A Powerball ticket holder scored the 5th-largest-all-time jackpot for the game. What will the winner's tax bill look like?
In this week's advisor commentary, Marc Bautis explains proposed legislation changes in the Build Back Better Plan and SECURE Act.
Webinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job
One of the most important retirement decisions you'll ever make is what to do with your old retirement account when you leave your job. A lot of people think it's an easy choice, but depending upon your situation you may have up to six options to choose from.
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.
Listen to today's daily flash briefing, which explains the second round of Cares Act Stimulus Funding.