2024 Year End Tax Guide
We put this list of year-end tax planning strategies that may be of interest. Please contact our office if you would like to discuss any of these strategies at (732) 556-4200 or email team@oujowealth.com.
AdvisorHub: Q&A with Independent Avantax Financial Advisor Jack Oujo, Oujo Wealth Strategies
Q&A with Independent Avantax Financial Advisor Jack Oujo, Oujo Wealth Strategies
AdvisorHub Q&A about elections impacting investment decisions
By AdvisorHub
Tax Update July 17, 2024
Q2 2024 – Letter to Clients July 9th, 2024
Q1 2024 – Letter to Clients April 3rd, 2024
Q1 2024 Client Letter
April 3, 2024
Dear Valued Client: Read more…
Q4 2023 – Letter to Clients January 5th, 2024
Q4 2023 Client Letter
January 5, 2024
Dear Valued Client: Read more…
Market Update 10/30/2023 from the desk of Anthony Sandomierski CPA/PFS, CFP®, MS (Taxation)
From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Market Update
10/30/2023
Happy Halloween! I wanted to reach out and provide you all a quick update on where
markets are and where we see things. Feel free to contact Jason Gordon or myself with any
questions. Read more…
10/16/2023 Interim Update – from desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation
From the Desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation
Interim Update
We just wanted to provide you with an update since last week’s attack on Israel by Hamas has
escalated into military conflict. You may be wondering how has the stock market reacted since? As of
this writing, the S&P 500 has actually increased about 1.5%. Your next question is probably “how
could this be?”
Q3 2023- Letter to Clients October 3rd, 2023
