Robert Dunn, CFP®Dec 9, 2020Tax OptimizationEnd of Year Financial Planning: Using the SECURE and CARES Acts to Your Advantage Two new tax acts were delivered in the past 12 months: The SECURE Act and the CARES Act. If you are aware of the changes to individual...
Novi Wealth PartnersMar 12, 2020Tax OptimizationBe Prepared, Stay Healthy.Novi Wealth Partners is monitoring the impact of the Coronavirus. Although, the impact of this disease will affect each of us...
Novi Wealth PartnersDec 18, 2019Tax OptimizationWishing You Happy Holidays From Novi Wealth Partners! By Novi Wealth Partners With the holiday season in full swing, our team at Novi Wealth Partners would like to take this opportunity to...