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Todd Pouliot
- Jun 8
- 1 min
What issues should I consider with my employer benefits?
What issues should I consider with my employer benefits? Electing benefits can be a daunting task, and it’s difficult to know which benefit
40
Todd Pouliot
- Mar 23
- 1 min
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
50
Todd Pouliot
- Mar 14
- 1 min
Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
The QBI (Qualified Business Income) deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI
120
Todd Pouliot
- Mar 8
- 1 min
Will I have to pay tax on the sale of my investment?
Determining the tax impact of selling an investment can sometimes be complicated. There are several questions...
90
Todd Pouliot
- Feb 2
- 2 min
What is Tax Planning?
WHAT IS TAX PLANNING?
Tax planning refers to our review of your tax return to identify potential planning opportunities.
220
Todd Pouliot
- Jan 28
- 2 min
What issues should I consider if I get a promotion or raise at work?
When a client receives a promotion or a raise at work, this event can come with a number of changes that might impact their financial...
240
Admin
- Apr 2, 2020
- 0 min
What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?
What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?
60
Admin
- Apr 2, 2020
- 0 min
What issues should I consider during a recession or market correction?
What issues should I consider during a recession or market correction?
70