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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
