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.
Financial Planning: Financial Fitness
Financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health.
To Roth or Not To Roth: That Is the Question
Should you do Roth conversions? You want a definite answer. Unfortunately, the always present “it depends” is the real answer.
Business Owners: Having the Right Team Can Help You Go Far(ther)
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 vs. Tax Planning: Which Is Right for You?
Tax Compliance is recording history, while Tax Planning is creating your optimized future to benefit you and your family.
Market Valuations: Is this Time Really Different?
The S&P 500 has now had two back-to-back years of 25%+ returns. This is something that hasn’t happened since 1998.
Business Owners: 10 Reasons to Engage a Personal CFO
IAG believes business owners would improve the odds of financial success by actively engaging with a personal CFO.
Financial Planning: Let’s Talk Taxes
Are you familiar with how our federal tax code originated?
The Power of Cost Segregation
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.
Investment Planning: What Drives the Dollar?
Discover key factors influencing the U.S. dollar’s value, from economic indicators to geopolitical events.