Resources

Client Resources

1. 2017 Tax Organizer    2016 Tax Organizer    2015 Tax Organizer     2014 Tax Organizer   

2. Homework Checklist

3. Information on Filing an Extension

4. 2016 Tax Planning Guide

Retirement Resources

1. The Hidden & Excessive Costs of 401(k)s

2. Optimizing Retirement Income by Combining Actuarial Science and Investments

3. Market Volatility Defense in Retirement

4. University of Michigan

5. Forbes - IUL Article

Tax Resources

1. AICPA Tax Extensions FAQ

Insurance Resources

1. https://www.lifehappens.org/

2. https://www.disabilitycanhappen.org/

Content Resources

1. What To Look for in a CPA

Video Resources

1. Chandler & Knowles CPAs Videos