
Upcoming Events
BRIEFING: New Tax Law
Join us for our upcoming webinar with Chris DeShano, featuring "The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!!”
During this 50-minute Webinar you will learn:
- How some families can qualify for a $1,400 refund, even if they owe no taxes
- Why 529 savings plans aren't just for college anymore and what that means for you and your children or grandchildren
- Why new estate planning rules could accidentally disinherit your children
- Why small business owners may only be taxed on 80% of their business income
- Why making several years of charitable donations at one time may make sense
- The inflation change in the tax code that could lead to higher taxes in the future
- How the new tax rules may impact your retirement planning strategy
- Why paying off your mortgage may be smarter than ever
- Why reorganizing your business into a new entity might be worth exploring
- The Good News, Bad News story for divorce starting in 2019
We all need to understand the new tax laws because the changes are far-reaching, subject to interpretation and revisions, and impact, both negatively and positively, nearly every person or business that files taxes, starting in 2019. Register today!
Want to calculate your estimated Federal Income Tax?
Albert Einstein was attributed as saying, "The hardest thing in the world to understand is the income tax." Use the following calculator to help get a rough estimate of your tax liability. Click the link below to get your estimate!
How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
WHO WE ARE
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Elevated Wealth Strategies is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. We believe in helping our clients achieve financial independence through education, professional knowledge and exceptional service.