Financial Advisors should be aware of tax consequences
At Vestpointe, we are unique. We are CPA’s as well as CFP’s and registered investment advisors. Our
If you think you may have a requirement to file 1099s for 2022, here is some helpful information regarding the filings and deadline.
The IRS is focusing
As we near the end of 2022 (believe it or not!) now is the time to consider your last-minute tax moves that may save you some hard-earned dollars. The following
Why you should consider an HSA now
Health Savings Accounts ("HSAs") have been around since 2003; however, based on my observations, these types of accounts are