Do you have unused funds in your college savings plan?
Consider a 529 plan-to-Roth IRA rollover
Cash vs. accrual
Choosing the right accounting method for business tax purposes
Even single people without children need an estate plan
Tax Payment Calendars
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Financial Specialist LLC nor any of its representatives may give legal or tax advice.