THE WEALTH STRATEGIST
May 01, 2007  Volume 2 | issue 7
  • 9115 Corsea del Fontana Way
    Naples, FL 34109
  • Tel: (239) 596-0118 Fax: (239) 596-0180
  • Contact us via email
How To Become A Client

VOTED 2007 America's Top Financial Planners - Consumer Council Research

Click here to refer this newsletter to a friend

Click here to find out about our upcoming seminars

Top Ten Things that Cause AMT Liability

Barbara A. Reilly, CPA, CSA

This article provides a list of items that can cause (or contribute to) liability under the alternative minimum tax. The list isn't complete — there are other items that can contribute to AMT liability. Based on our experience, the items described...

To read this entire article... Click Here!

Financial Planning Series- Part 1

Ruth L. Forehand, CFP®

The increased interest in the field of financial services and the surge in the number of people professing to be “planners, financial planners, or financial advisors,” enticed me to write a series of articles demystifying who a Certified Financial...

To read this entire article... Click Here!

Unsubscribe from this newsletter

CFP(TM), CERTIFIED FINANCIAL PLANNER(TM), and the CFP symbol (the CFP symbol) are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Disclaimer: FAC Wealth Management, LLC is a fee-only, independent, Registered Investment Advisor, registered with the Securities Exchange Commission and various states as required by law. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers.