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Client Newsletter March 2021

Hello Again!

 

First Some Announcements: 

Tax documents are available.  You can access them online or they will be mailed to you.  If you still haven’t seen them, please call and we can get yours printed and sent right away.   

Recent Blog Posts include: 10 Rules to Live by if You Want to Achieve Financial Independence, How to Travel on a Budget, 4 Areas of Your Estate Plan to Review in Light of COVID-19, and more.  To read visit: AscendInvestment.com/GarrettsGarage  

 

Tax Season and Review 

One area we are very excited about with all our changes last year is new technology.  We have new software to evaluate your annual taxes for any additional financial planning opportunities.  With tax laws ever changing we want to be up to date and this new software will help us do that at no extra cost to you! 

Once you have completed your 2020 tax return follow the simple process to upload your last two years of tax returns for evaluation.  

 

  1. Reply to this email that you have taxes you would like to be assessed.   
  2. Securely upload your electronic 2019 and 2020 electronic tax returns by going to https://ascendinvestment.com/resources/secure-file-upload
  3. Go on with your life, we will be in touch.  

 

In the background we will examine your taxes against the ever-changing laws to see if there are new opportunities worth exploring.   In two to four weeks, we will reach back out if we find anything.   

We appreciate you, your families, and your business!

 

Cheers,

 

Garrett G. Smith

Financial Advisor

Ascend Investment Partners

 

Paul M. Norman, CFP®

Senior Financial Advisor

Ascend Investment Partners

 

http://www.ascendinvestment.com/

 

Logan:

214 South Main Street

Logan, UT 84321

Tel: 801-476-1200

Fax: 801-476-1207

 

Ogden:

175 Historic 25th Street

Ogden, UT 84401

Tel: 801-476-1200

Fax: 801-476-1207 

 

Ascend Investment Partners is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.   

Ascend Investment Partners did not assist in the preparation of this report, and its accuracy and completeness are not guaranteed. The opinions expressed in this report are those of the author(s) and are not necessarily those of Ascend Investment Partners or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.