Wondering if a CPA is necessary for your taxes? Find out how a Certified Public Accountant, an Enrolled Agent, and a tax attorney differ to choose the right professional for your situation. https://lnkd.in/eYWpiFeJ
Milestone Financial Planning, LLC
金融服务
Bedford,New Hampshire 232 位关注者
Making a difference in people's lives - our clients, our team, and our community. Certified B Corporation(TM)
关于我们
Financial planning and investment management firm with a strong focus on lifetime tax planning. Milestone Financial Planning, LLC. is a registered investment advisor. Milestone Financial Planning, LLC. provides investment advisory and related services for clients nationally. Milestone Financial Planning, LLC. will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://milestonefinancialplanning.com/
- 网站
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https://milestonefinancialplanning.com
Milestone Financial Planning, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Bedford,New Hampshire
- 类型
- 私人持股
- 创立
- 2003
- 领域
- Fee only financial planning and investment management for individuals、Retirement Planning、Tax Planning、Estate Planning、Investments、Peace of Mind和Widows
地点
Milestone Financial Planning, LLC员工
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Steve Jacobsmeier, CFP? CLU? ChFC?
Helping others achieve financial security.
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Kathryn Lund, CPA, CFP(R)
Fee-Only Financial Planner, Milestone Financial Planning, LLC
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Erin Matyczynski
Project Leader at Milestone Financial Planning, LLC
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Kyle Labelle, CFP?
Financial Planner | Helping Busy Professionals with Equity Compensation Reduce They're Lifetime Taxes & Build a Life They Love
动态
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If you’ve been granted Incentive Stock Options (ISOs), you could be sitting on a valuable opportunity with great tax perks—but only if managed correctly. Many employees leave money on the table by not fully understanding the nuances of holding periods, exercising options, and tax strategies. Our latest blog dives into how ISOs work, the tax advantages they offer, and ways to manage challenges like the Alternative Minimum Tax (AMT). Read the full blog to learn more.
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The SSA has updated the login process for Social Security accounts. Transitioning to Login.gov or ID.me ensures enhanced security and ease of access. Find out how this change affects you in our latest blog! #SSA #SocialSecurity?
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Is working with a financial advisor worth it? Our latest blog explores the real value they provide, such as optimizing taxes, growing savings, and developing personalized investment strategies. Learn how they can help you achieve your goals #FinancialPlanning #RetirementStrategies #TaxPlanning
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The new year brings key changes to your taxes and financial planning. From updated tax brackets to retirement contribution increases, find out what’s changing in 2025 and how it impacts you. Our latest blog covers all the updates you need to know to plan ahead. #TaxPlanning #FinancialInsights https://lnkd.in/eafgfbhH