Portnoy Financial Services, LLC

08/21/2024

https://www.facebook.com/share/v/uvkWdwh9VTqHggMx/?mibextid=xfxF2i

06/07/2023

https://www.facebook.com/769477633085589/posts/6628641647169129/?mibextid=CDWPTG

Business owners, families and individuals often don’t know they’re leaving money on the table by not working with a tax-intelligent advisor. It’s our job to help show them. Our affiliated CPAs, tax and Financial Professionals share an appreciation for a tax-intelligent approach to financial planning. That’s why they partner with Avantax. Tax-smart is good, but Avantax intelligent is better. https://bit.ly/3OOoDzE

05/31/2023

https://fb.watch/kS_PthaU_6/?mibextid=CDWPTG

04/12/2023

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for Q1 then discusses the banking turmoil, the economi...

01/13/2022

2022 tax training through fish eye..💻📖🐟

12/07/2021

for filing season, click here: www.irs.gov/getready

Time is running out: You may want to consider adjusting your withholding if you owed taxes or received a large refund last year. Changing your withholding can help you avoid a tax bill or let you keep more money each payday. Life changes – getting married or divorced, welcoming a child, or taking on a second job - may also mean changing withholding.

for filing season, click here: www.irs.gov/getready

11/30/2021

Never ending CE's... 🤓 29 IRS hours for 2021

10/19/2021

https://www.facebook.com/769477633085589/posts/4776006269099352/

We’re in the Business of Supporting Small Business Owners Retirement Plan Services Avantax Retirement Plan ServicesSM, a division of Avantax Planning PartnersSM, is your partner when you want to help your clients offer a comprehensive employee retirement plan through a tax-smart lens. We provide a...