(A) – TAX-RELATED:
LB – 2022 Tax season and related taxes and financial matters (click here)
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.
(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 – Blockchain and Bitcoin and Crypto currencies