Author - Sam Fawaz, CPA, CFP®

1
Business Tax Provisions of the FCAA
2
2019 Year-End Tax Planning Tips & Traps
3
Nine Top Elder Frauds to Avoid
4
Tips to Teach Kids About Money
5
Is “Smart Money” Really that Smart?

Business Tax Provisions of the FCAA

As a year-end holiday gift, Congress included a number of individual and business-friendly tax provisions in its year-end spending package that was signed into law by President Trump on December 20, 2019. The “Further Consolidated Appropriations Act, 2020” (oddly considered a 2020 Act) brought back to life many deductions and credits that had expired at […]

Read More

Nine Top Elder Frauds to Avoid

One of the areas that regulators have begun to focus on in the investment industry is elder fraud. After hearing about the vicious scams some endured by senior citizens, many by their own families, I’ve become more attuned to the clues that a client or relative of mine might be a victim of. Picture this: […]

Read More

Tips to Teach Kids About Money

We may not even realize it, but most of our attitudes, fears and habits around money are formed when we are kids. How much our families made, how much they spent and even how much of an allowance we got, greatly influence how we feel and react to the lack of or the abundance of […]

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login