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

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(A) – TAX-RELATED:

LB – 2021 tax season and related taxes and financial matters (click here)   

LB – 2020 Tax Season – Organizer forms, DEDUCTION CHECKLISTS, etc.

LB-Tax stuff – Quickbooks Handbook summary info for Individuals

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

Older info, some stale:

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

LB – The 2017 Tax Act and how you can save taxes.

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(B) – 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)

(C) – OTHER:

LB – Other services

LB – Blockchain and Bitcoin and Crypto currencies

LB – Blockchain and Bitcoin and Crypto currencies