by newcente | Jan 22, 2020 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New
January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for our clients. We work closely with our custodian to consolidate and...
by newcente | Mar 9, 2017 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
March 9, 2017. By Courtney Faria: As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest assured that we will deliver any applicable forms in a swift and...