Resources

Jonathan Jack, CPA®, Senior Tax Advisor at Wealth Enhancement, was featured by Barron’s in the article, “Thinking About Year-End Charitable Giving? It Could Make Sense to Wait Until Next Year”  

Joel Callagan, CFP®, CEPA®, CLTC®, NSSA®, Vice President and Financial Advisor at Wealth Enhancement, was featured by Yahoo! Finance in the article, “The 7 best questions to ask your financial advisor in the new year”

Jonathan Jack, CPA®, Senior Tax Advisor at Wealth Enhancement, was featured by Investopedia in the article, “3 Tax Moves to Make Before Year-End for Bigger Deductions”

Marti Awad, CFA®, CFP®, CEPA®, JD, LL.M, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by FA Magazine in the article, “Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes”