Year End Strategies 2021

Year End Strategies 2021

Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021.  Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation.  As potential tax law changes and other...
Tax Reminder – Ready, Set, File by May 17th

Tax Reminder – Ready, Set, File by May 17th

TAX PREP  BLOG: Tax Reminder – Ready, Set, File by May 17th Key information and reminders during this busy TAX SEASON from WPC!  For anyone who files their return or works with other tax professionals, below is a checklist of what you need to get started. For those of...