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Watch out for tax changes

Posted Tue, March 20, 2012 by Greg Womack
A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention being focused on the "Bush tax cuts" that are still in effect, but scheduled to expire at the end of 2012. A...    view full article >>
Posted in : News |  No Comments >>
Tags : Greg Womack , income tax , tax planning , investments , investing


Calculating Cost Basis Gets Easier This Year

Posted Thu, January 19, 2012 by Greg Womack
Anyone who has ever been baffled by calculating the net proceeds from the sale of an investment will find some relief, starting with the 2011 tax return due April 17. If you bought any stocks after January 1, 2011, and sold them later in the year, you sho...    view full article >>
Posted in : News |  No Comments >>
Tags : income tax , paying taxes , investments , investing , 2011 taxes , Greg Womack , Edmond , Oklahoma , Oklahoma City


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Michelle Fritz
Administrative Assistant


Michelle provides assistance to the strategy experts on board and helps to ensure clients have a pos...

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1366 East 15th Street
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091