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We’re working on future newsletters for Personal Finance, Financial Services, Investments, Insurance, and Long-Term Care Insurance, so we’ll keep you posted when available.

– Steve Clott

Securities offered through Dedicated Investment Advisers LLC
“Advisor” can be spelled 2 ways.  Congress chose “Adviser” in 1940.
Registered Investment Advisors vs. Brokers: What’s the difference?

(Clients’ brokerage accounts / securites custodied at TD Ameritrade Institutional)
(Clients’ annuity accounts custodied at TransAmerica Premier)
Independent Insurance Agent (’96)
Enrolled [EA] with the United States Department of Treasury to Practice before the IRS (Enrolled Agent # 60152).
A Federally Authorized Tax Practitioner (USC 31 Section 330 + IRC 7525a.3.A) regulated under US Treasury Cir. 230.

Your referrals are welcomed and appreciated.
Year-Round – Taxes – Portfolio Management – Rollovers – Annuities – Long-Term-Care Insurance

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WE ARE NOT TAKING ON ANY NEW 2021 TAX RETURNS AT THIS TIME, AS WE WORK THROUGH OUR BACKLOG OF CURRENT CLIENTS' EXTENDED 2021 RETURNS.