Tax

At Finer Wealth Management, our experienced, dedicated staff provides comprehensive income tax planning and advice that integrates your financial planning goals and strategies. Additionally, we can assist you in all aspects of tax preparation so you can focus on other things, like running your business. Whether you are a partnership, LLC, Corporation, S Corporation, estate, trust, or an individual, we can provide efficient preparation of your tax returns.

Finer Wealth Management is here to assist you.

“Let him who would enjoy a good future waste none of his present.”– Roger Babson

<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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