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tax
June 24, 2024, Phoenix, AZ— My Financial Coach (MFC) is thrilled to unveil its latest offering: a CFP® guided tax planning and filing services for a full tax year starting in the year 2024, available for launch July 1st.  Key Features of the Service: Seamless Annual Electronic Tax Filing Comprehensive Tax Reports and Analysis Cutting-Edge...
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Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Financial advisors can use tax planning to show the tax consequences of different actions and to develop strategies that can help reduce taxes...
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November 10, 2021, Scottsdale, AZ – My Financial Coach is proud to announce our newest addition to our Subject Matter Expert program!  We would like to welcome Mark Leyden & Associates, LLC. They can help with insurance needs as well, such as disability insurance. as well as business succession planning. Be sure to check out...
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May 12, 2021, Scottsdale, AZ – SES ESOP Strategies has joined the roster of My Financial Coach’s Subject Matter Expert team. We are very excited to welcome SES ESOP to the team! They offer a customized, multidisciplinary approach to helping clients achieve their goals through their design of Employee Stock Ownership Plans (ESOPs). They were founded...
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March 31, 2021, Scottsdale, AZ – We would like to introduce our newest Subject Matter Expert: “JLW Financial and Insurance Services” to the Subject Matter Expert program of My Financial Coach Through the Subject Matter Expert program, JLW brings capabilities in the areas of: insurance, tax planning, estate planning, exit planning, retirement planning and more.   You...
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January 27, 2020, Scottsdale, AZ – My Financial Coach (MFC) is expanding our Subject Matter Expert resources in the areas of legal, tax and accounting. As part of this process, we would like to welcome our newest Subject Matter Expert: Bergman & Jacobs, P.A. Attorneys at Law. They offer over 40 years of experience as a...
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