compound (@compound) 's Twitter Profile
compound

@compound

Compound manages $2B+ for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor and a beautiful digital experience.

ID: 112467065

linkhttps://compoundplanning.com calendar_today08-02-2010 16:12:53

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compound
@compound

4 months ago

If legislative action is not taken, most provisions of the Tax Cuts and Jobs Act (TCJA) will expire at the end of 2025. We recently explored the key provisions of the TCJA; how they impact individual, business, and estate taxes; and strategies to help you navigate the unknown

If legislative action is not taken, most provisions of the Tax Cuts and Jobs Act (TCJA) will expire at the end of 2025. We recently explored the key provisions of the TCJA; how they impact individual, business, and estate taxes; and strategies to help you navigate the unknown
compound (@compound) 's Twitter Profile Photo
compound
@compound

3 months ago

Want to learn about 529 plans? They're a great, tax-advantaged way to save money for your children’s education (or another beneficiary’s). Here's how 529 plans work: manual.compoundplanning.com/chapters/529-p…

compound (@compound) 's Twitter Profile Photo
compound
@compound

4 days ago

“New York-based advisor firm Compound Planning announced three new hires, including one of the founders of Aspiriant Wealth Management,” wrote Ed Hayes at FA Magazine. “The firm hired Eric Flynn, CFA, CPA as executive vice president and head of wealth management, Marc Primiani

“New York-based advisor firm Compound Planning announced three new hires, including one of the founders of Aspiriant Wealth Management,” wrote Ed Hayes at <a href="/FAMagazine/">FA Magazine</a>. “The firm hired Eric Flynn, CFA, CPA as executive vice president and head of wealth management, Marc Primiani