Featured Articles

For those filing a tax return for the first time, the key to creating a successful tax plan is gathering as much information as possible, including all relevant personal tax documents and the resources to put the return together mistake-free. For more information on filing, check out the article below by Daniel Forbes CFP® featured by the CFP® Board on the blog Let’s Make A Plan.

https://www.letsmakeaplan.org/financial-topics/articles/tax-planning/first-time-filing-taxes-how-to-create-a-successful-tax-plan

Now is the perfect time to review several opportunities to potentially reduce taxable income for tax year 2020.

The pre- and peri-pandemic environments are triggering market movement and tax planning opportunities in 2020.

The CFP recently asked Dan to contribute to an article about personal finance. Read it here:

https://www.cfp.net/knowledge/industry-insights/2020/06/personal-finance-myths-according-to-cfp-professionals-and-how-to-protect-your-clients

Financial planners are investing in FinTech, or financial technologies, to stay on top of real-time data and the changing communication space. Dan was recently asked by Investor's Business Daily to contribute to an article on the topic. 

https://www.investors.com/financial-advisors/financial-technology-five-ways-can-help-your-firm/

 https://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/strategies-to-make-the-most-of-your-financial-planner-relationship