Richard Warner discusses the different facets of tax strategizing. Richard explains how tax prep season may be in the first of the year, but that setting up strategies that increase tax efficiency should be on people’s minds all the time. Richard also shares the pitfalls of waiting to get tax-compliant until late in the year and how the future generation can be left with a “tax bomb” without a proper strategy beforehand. Richard also talks about some long days traveling to away games as a baseball coach.

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The Warner Financial Solutions team is holding educational events on 4/29 and 5/1. Call the office to learn more and we hope to see you there!

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