We do not provide tax advice. Consult your tax advisor.
There are two sure things about taxes; nearly everyone has to pay them and tax law keeps changing, sometimes dramatically. With so much money at stake, it makes sense for us to consult with your professionals about how the latest tax law changes might impact your finances.
- Pay your fair share of taxes and nothing more.
- Evaluate income tax payment efficiency.
- Explore income deferral strategies.
- Use retirement plans to control tax burden.
- Stay current with all IRS guidelines.
* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions . Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. https://brokercheck.finra.org/