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Taxes

How to Reduce Your Tax Bill

Episode 115 – How to Reduce Your Tax Bill With Mark Myers

July 28, 2022 by Bautis Financial

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.

Read moreEpisode 115 – How to Reduce Your Tax Bill With Mark Myers
Democrats Hint At Delaying Voting on Biden's "Build Back Better" Plan Until 2022

Democrats Hint At Delaying Voting on Biden’s “Build Back Better” Plan Until 2022 – Daily Flash Briefing

December 16, 2021 by Bautis Financial

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.

Read moreDemocrats Hint At Delaying Voting on Biden’s “Build Back Better” Plan Until 2022 – Daily Flash Briefing
Marc Bautis Advisor Commentary

Bautis Financial Advisor Commentary: November 18, 2021

November 18, 2021 by Marc Bautis

In this installment of Advisor Commentary, Marc Bautis discusses what's in President Biden's much-debated infrastructure bill, individual stock risk and more.

Read moreBautis Financial Advisor Commentary: November 18, 2021
How Much Will Yesterday's $699.6 Million Powerball Winner Take Home After Taxes?

How Much Will Yesterday’s $699.6 Million Powerball Winner Take Home After Taxes? – Daily Flash Briefing

October 5, 2021 by Bautis Financial

A Powerball ticket holder scored the 5th-largest-all-time jackpot for the game. What will the winner's tax bill look like?

Read moreHow Much Will Yesterday’s $699.6 Million Powerball Winner Take Home After Taxes? – Daily Flash Briefing
Marc Bautis Advisor Commentary

Bautis Financial Advisor Commentary: September 17, 2021

September 17, 2021 by Bautis Financial

In this week's advisor commentary, Marc Bautis explains proposed legislation changes in the Build Back Better Plan and SECURE Act.

Read moreBautis Financial Advisor Commentary: September 17, 2021
Retirement Account Options

Webinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

August 16, 2021 by Bautis Financial

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.

Read moreWebinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job
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
Small business owners reviewing the new Cares Act Tax Credit.

What to Know About the Cares Act Small Business Tax Credit – Daily Flash Briefing

March 19, 2021 by Bautis Financial

Listen to today's daily flash briefing, which explains the second round of Cares Act Stimulus Funding.

Read moreWhat to Know About the Cares Act Small Business Tax Credit – Daily Flash Briefing
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Montclair, NJ 07042
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  • 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

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