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Monthly Archive for: "March, 2022"

Should You Defer Capital Gains Taxes With a 1031 Exchange?

March 31, 2022
#Tax Planning
 Should You Defer Capital Gains Taxes With a 1031 Exchange?

Are you contemplating whether to sell a property? If so, you could be eligible for a 1031 exchange. This complex tax strategy could postpone a hefty tax payment, but there are some important [...]

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Tobias Financial Advisors Announces Several Key Promotions

March 31, 2022
#TFA News
 Tobias Financial Advisors Announces Several Key Promotions

It is with tremendous pride and excitement that Tobias Financial Advisors announces the promotions of Franklin Gay, CFP®, EA, and Edzai Chimedza, CFP®, to Wealth Advisor I; Catalina Franco-Cicero [...]

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Meet Franklin “Franko” Gay

March 23, 2022
#TFA News
 Meet Franklin “Franko” Gay

Have you ever met a real-life cowboy? Well, next time you stop by Tobias Financial Advisors make sure to say hello to Franklin “Franko” Gay. Prior to joining our team and pursuing a career in [...]

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Here’s when married filing separately makes sense, according to tax experts

March 10, 2022
#Tax Planning
 Here’s when married filing separately makes sense, according to tax experts

Have you and your spouse experienced high medical bills this past year? If so, you may want to consider filing separate tax returns. Recently, our CEO Marianela Collado was quoted on CNBC [...]

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It’s easy to mistakenly skip these forms when filing your tax return

March 2, 2022
#Tax Planning
 It’s easy to mistakenly skip these forms when filing your tax return

Are you in the process of collecting your tax documents? Overlooking a form can cause unnecessary delays and some can even be criminal. Recently, our CEO Marianela Collado was quoted on CNBC [...]

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Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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