Focus on Tax Planning All Year

Written by Michael Joyce, CFA, CFP® and Elissa Wurf, PhD, CFP®, CPA Lehigh Valley Business subscribers can read our article on this topic here.    It’s Tax Prep Season, but You Should Be Focused on Tax Planning Year-Round We are all aware that April 15th is...

Tax Planning vs. Tax Prep Quiz

Take our tax quiz here! Tax Planning with Agili At Agili, tax planning is an important service we provide to our clients. Tax planning is not tax preparation (or preparing tax returns). What do we mean by tax planning? We mean that when we make investment...

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...

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...