
Jon Bock Promoted to Director of Tax Planning at Impact Advisors Group
IAG is very excited to announce that Jon Bock, CPA/PFS has been promoted to Director of Tax Planning at Impact Advisors Group.
IAG is very excited to announce that Jon Bock, CPA/PFS has been promoted to Director of Tax Planning at Impact Advisors Group.
Financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health.
Should you do Roth conversions? You want a definite answer. Unfortunately, the always present “it depends” is the real answer.
If you want to go far, go together. Let’s explore some of the reasons why having the right team can help you go far(ther).
Tax Compliance is recording history, while Tax Planning is creating your optimized future to benefit you and your family.
The S&P 500 has now had two back-to-back years of 25%+ returns. This is something that hasn’t happened since 1998.
IAG believes business owners would improve the odds of financial success by actively engaging with a personal CFO.
Are you familiar with how our federal tax code originated?
The goal of a cost segregation study is to identify and reclassify the various components of a property to take advantage of shorter depreciation periods.
Discover key factors influencing the U.S. dollar’s value, from economic indicators to geopolitical events.
Unfortunately, many business owners only/primarily look at revenue as the metric to assess growth. This can lead to disastrous outcomes!
Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted.
When it comes to investment planning, IAG Director of Investments Chris Steward reminds you how important it can be to take the long view.
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
While we are more familiar with “trick or treat” in the context of children and Halloween, it can also be applicable for business owners.