Skip to content
FPAdvocatelogo300
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Toggle website search

Lottery Winners Next Steps

Lottery Winners Next Steps
  • Post author:fpadvocate
  • Post published:April 25, 2024
  • Post category:Blog/CPA

For many winning the lottery is a dream come true. The sudden influx of wealth can be life-changing, offering opportunities for financial independence and security. However, without careful planning, statistically…

Continue ReadingLottery Winners Next Steps

Employer-Provided Childcare Tax Credit

Employer-Provided Childcare Tax Credit
  • Post author:fpadvocate
  • Post published:April 19, 2024
  • Post category:Blog/CPA/Uncategorized

At a time when the balance between work and family life is increasingly constrained, government and employers are exploring innovative solutions to support working parents. One such solution is the…

Continue ReadingEmployer-Provided Childcare Tax Credit

Reporting Charitable Gifts

Reporting Charitable Gifts
  • Post author:fpadvocate
  • Post published:April 2, 2024
  • Post category:Blog/CPA

Well it’s that time of year and April 15 is just around the corner. Between March 15 and April 15 clients reach out to us about claiming their previous year’s…

Continue ReadingReporting Charitable Gifts

Who Needs to File an Income Tax Return? 

Who Needs to File an Income Tax Return? 
  • Post author:fpadvocate
  • Post published:March 20, 2024
  • Post category:Blog/CPA/Uncategorized

Literally, every year since 1986 we have received the question “Do I need to File an Income Tax Return?” Simply stated, the filing of an income tax return is required…

Continue ReadingWho Needs to File an Income Tax Return? 

2023 Individual Income Tax Returns

2023 Individual Income Tax Returns
  • Post author:fpadvocate
  • Post published:March 13, 2024
  • Post category:Blog/CPA/Uncategorized

As April 15 approaches, individuals across the country are preparing to file their 2023 income tax returns (Taxpayers living in Maine or Massachusetts have until April 17, 2024, due to…

Continue Reading2023 Individual Income Tax Returns

Request Information

Becoming a student with us is easy. Fill out our information request form and we will contact you shortly.

Get Started
Ask a question

Request Information

Becoming a student with us is easy. Fill out our information request form and we will contact you shortly.

Get Started
Ask a question
Copyright 2024® Financial Planning Advocate, LLC · A Privately Held Company · Website support IDesign4