Our Blog

Tax News for Early January 2022

Written by: Elissa Wurf, PhD, CFP®, CPA   In our effort to keep clients apprised of tax news, we wanted to let you know that you may soon receive (or you may have already received) one or both of the following tax letters from the IRS. Please set these aside with...

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Tax Planning vs. Tax Preparation

Written by: Elissa Wurf, PhD, CFP, CPA Some financial advisory firms offer tax preparation services, but at Agili, we focus exclusively on tax planning.  At Agili, when we make investments for clients that have atypical tax treatment, we like to review their tax...

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