Tax Planning

We've partnered with  Focused Tax Solutions and Choice Advisors to offer our members on-site tax preparation, tax reduction workshops, and financial planning.

Kenneth Courts brings a unique approach to personal finances, tax planning, and financial planning. Holding a Masters in Finance and Accounting along with professional experience in tax preparation, he brings an integrated approach to your finances from the perspective of both a Financial Advisor and Tax Planner in one. He can help you understand your tax situation and create strategies to reduce your tax burden. Initial appointments with Kenneth are at no cost or obligation to our members.  So, if you're interested in sitting down with Kenneth for a complimentary tax and financial planning consultation to see what opportunities you are not taking advantage of, feel free to contact him directly at (262) 510-2226.

Also, if you'd like to learn how you may reduce your future tax liability, attend a free educational workshop on Tax Reduction Strategies at our Janesville & Beloit branches.

FirstCCU members get 30% off tax preparation and Focused Tax guarantees to be at least 10% less than what you paid last year to another tax preparer for similar services.

Kenneth Courts, Senior Tax Advisor

Ph. (262) 510-2226

kcourts@focusedtaxsolutions.com

Kenneth can also help you with the following: 

• Rollovers (401k, 403b, 457, thrift plan...)
• Retirement Savings (IRA’s, Roth IRA’s, Annuities...)
• Investments
• College Savings (529 plans)
• Retirement Analysis
• Retirement Income Planning
• Tax Planning
• Social Security Planning
• Health Care Cost Planning
• Estate Planning
• Insurance Analysis
• Permanent Life Insurance
• Term Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Budgeting
• Cost Reduction
• Debt Management

 

 

Services and products are offered through Focused Tax Solutions and Choice Advisors (Securities Services Network, Inc.).