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Author

James Nguyen

James Nguyen

    tax filing errors to avoid blog header
    Business Development

    Help Your Clients Avoid These 10 Tax Filing Errors

    by James Nguyen February 19, 2020
    written by James Nguyen

    Tax season began on January 27 and the April 15 filing deadline always seem to sneak up on us. And with each passing tax season, there are always tax filing errors your clients can avoid. As a financial professional, you’re entrusted with managing their assets in all areas, including tax planning and tax return preparation.

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    February 19, 2020
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  • Product R + D

    Annuities Help Protect Against Longevity Risk

    by James Nguyen June 18, 2019
    by James Nguyen June 18, 2019

    Updated June 7, 2024, at 3:31 PM Every day, technology brings innovation across different areas such as communication, energy, medical, and more. We see it on the news across television, computers, and …

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