by Savvysite | Aug 20, 2021 | Financial Planning, Proactive Wealth Process, Tax Planning
Click on the image above to view this conversation. A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term...
by Savvysite | Mar 11, 2020 | Proactive Wealth Process, SWWM, Tax Planning
Click on the image above to view this Proactive Wealth Process video Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life...