A new year means it’s once again time for new tax documents and the confusion they often bring. In this video, Castlepoint Advisor Ted Creegan, CFP®, walks us through three simple things you need to know about your 2022 tax documents.
Tax & Estate Planning
The deadline for filing 2021 taxes is fast approaching, but there’s still time to boost that refund. From IRAs and SEPs to HSAs and 529s, Castlepoint CEO Kendall King offers up some last-minute tips to help you cash in on 2021.
With upcoming income tax changes still unclear, Castlepoint CEO Kendall King offers some smart planning moves you can act upon now while we wait for the final legislation to pass Congress.
In this video blog post, Castlepoint CEO Kendall King and Castlepoint Partner/Advisor Jake Weatherford team up to deliver some year-end tax ideas and the strategies they use to save Castlepoint’s clients on their taxes.
Q & A With Kendall W. King: Different kinds of trusts may be needed based on family and financial situations