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Here, we have provided various downloadable resources you can access to increase your knowledge on a variety of financial subjects. Please let us know if you have any questions about this material.

2021 Q3 Economic Report - Published 10/14/2021
Now 64? Prepare to Sign Up for Medicare - Published 01/11/2018
1099 Reporting - Published 11/24/2016
Business Records Retention Guidelines - Published 05/06/2016
Personal Records Retention Guidelines - Published 05/06/2016
The Need for Power of Attorney - Published 05/06/2016

Links provided from this website are strictly for informational purposes only and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization, by Avantax, or its affiliates. Rogers Laban PA and Palmetto WealthCARE LLC provide these links as a convenience to you and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet, and you acknowledge and understand these risks before using any of these services.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Servicesâ„ , Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Servicesâ„ . Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Managementâ„  does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.