Inside this issue:
- Time to Start Thinking About Year-End Tax Moves
- Cutting the IRS Out of Your Gifts
- WARNING – Latest IRS Scam
- Year-End Investment Moves
- Q and A
- Tax Calendar
Brandon, is a well-seasoned accountant and heads up the team with 25+ years of senior accounting experience. He holds an Accounting degree with a Minor in Business Administration and a Masters in Accounting. He maintains several certifications and holds various industry related licenses in tax preparation and planning. When Brandon isn’t in the office, you’ll find this avid dog and animal lover supporting various Bay Area - and beyond - animal charities.
Latest posts by Brandon Dante (see all)
- Secure Act 2.0: Rethinking Your Retirement - March 6, 2023
- Making of a Successful Team Environment - February 27, 2023
- Startups, New Companies & Business Restructuring - February 21, 2023
We go beyond Wealth Management & accounting
We proudly provide all the in-person and virtual services you need to take your business and your life to the next level without stress, overwhelm, or outlandish fees.
