Broker Check
September / October Tax Impact

September / October Tax Impact

August 31, 2023

September / October Tax Impact

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 Tips

Tax Payment Calendars

September 2023

October 2023

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.