Category: Tax Planning
Power Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan

Power Hour: The New Proposed Tax Plan In this month’s market update,...

Power Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan

Power Hour: The New Proposed Tax Plan In this month’s market update,...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...

SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...

Power Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan

Power Hour: The New Proposed Tax Plan In this month’s market update,...

Power Hour: The New Proposed Tax Plan
Power Hour: The New Proposed Tax Plan

Power Hour: The New Proposed Tax Plan In this month’s market update,...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Senior Couple - Reviewing Financials - Retirement Plan
A Business Plan for Life

Do you ever notice how one part of your body affects every...

Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

SECURE Act (part 3)

SECURE Act (part 3) A SECURE Act provision will make it easier...

SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...

SECURE Act (part 2)

SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail...