407-937-0707
Monday - Friday 9 a.m. - 5 p.m.
1091 W. Morse Blvd., Suite 200
Winter Park, Florida, 32789
Menu
Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
Roth conversions ⇒ $2,896,915 in 2023
Charitable Contributions ⇒ Over $1.3 million in 2023
Tax Loss Harvesting ⇒ $7,469,541 since January 1st, 2020 –These losses that we intentionally harvest can be used to offset future gains, thus mitigating taxes for several years in the future.
At the 2023 Celebration of Gratitude in November, $19,200 was given to Grace Medical Home. The total amount with FHWA match is $22,500. We were able to make gifts to 16 different charities for a total of $53,800.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
Join our mailing list to receive periodic updates, learn about special events and to gather information to help you plan for your desired financial outcome.
The information we collect is solely for our Newsletter Service. We value your privacy and will never share your contact information with a third party.
