LEFT-BRAIN STUFF (financial planning, taxes,investments,insurance,consulting,etc)

FINANCIAL PLANNING AND BUSINESS PLANNING RELATED:

LB – “Holistic Financial Strategies – TM”

LB-“Holistic Financial Strategies-TM”-Forms, reports, etc.

LB – Financial seminars, speeches, workshops

LB – Investment allocation and planning (second opinions, increase income, better protection)

LB – Insurance and annuities (Save costs, improve coverage)LB – Tax preparation and planning (for individuals and small business)

LB – Retirement, new career, relocation

LB – Estate review / family planning

LB – Business consulting (purchases, sales, reorganizations, startup, expansion, organization forms)


TAX-RELATED:

LB – Tax Stuff (and saving money) – Main pageLB – 2017 Tax Season – For taxpayers to complete- Instructions and 11-page Organizer Package

LB – 2017 Tax Season – For taxpayers to complete- Instructions and 11-page Organizer Package

LB – 2017 Tax Season – Organizer forms, charts of rates, key dates, etc.

LB-Fran Sisco’s Financial Flyer for Saving Money and Taxes-December 2017 – Vol.2 No.1

LB – The New Tax Act and how you can save taxes.

LB-Tax stuff – Quickbooks Handbook summary info for Individuals

LB-Tax stuff – Quickbooks Handbook summary info for Small Business


OTHER:

LB – Other services

LB – Blockchain and Bitcoin and Crypto currencies

 

 

 

 

 

 

 

 

LB – Blockchain and Bitcoin and Crypto currencies

 

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