Overview:
Join us on this week's episode of Launch Financial as we discuss the dips in the market this week, jobless claims, and more!
Overview:
Curious about the details of the most recent tax proposal and how it may affect you and your financial situation? If so, tune into this episode of Launch Financial as we are joined with special guest Shawn Donovan for a second time to discuss the fine print of the recent proposed tax plan. Shawn Donovan is a CPA and Partner at Turner, Leins, & Gold, LLC.
Shawn is a Partner in the firm's Maryland office. He has more than 15 years of public accounting experience as a trusted business advisor for his clients. He is experienced in tax preparation, planning and consulting for high net-worth individuals, partnerships and corporations. Specifically he enjoys working with real estate developers, commercial real estate investors, other professional service firms and government contractors. Shawn also has experience in auditing and attestation for small and medium-sized businesses.
Shawn is a member of the American Institute of Certified Public Accountants and a Certified Public Accountant in the State of Maryland and Commonwealth of Pennsylvania. Shawn earned his Bachelors in Accounting from the University of Pittsburgh. In his free time, Shawn enjoys being active in the communities of Gaithersburg and Damascus with his wife and two sons.
If you have any questions for us or Shawn, send an email to info@shermanwealth.com.
What You'll Learn:
- How the most recent tax proposal may affect you
- How different tax rates could affect your financial situation
Overview:
Join us for a special Friday edition of Launch Financial with Ashley & Brad as we discuss the true value of a financial plan, understanding your employee benefits, inflation, and more!
What You’ll Learn:
- Understanding the true value of a financial plan
- What employee benefits you should look for
- How you can utilize financial planning software to your benefit
Show Notes:
Improving Your Employee Education As a Small Business Owner
Understanding The True Value Of A Financial Plan
End of Summer Reflection & The Importance of an Emergency Fund
Overview:
Happy Fall-We missed you all! Join us this week for our back to school & fall financial planning episode of Launch Financial as we discuss how to get your financial life organized for the last third of the year, emergency funds, investing, tax planning, bitcoin, and more!
What You’ll Learn:
- How to find the balance between your emergency fund and cash
- The value of financial planning
- Access to determine your risk tolerance
Show Notes:
Determine your Risk Tolerance Here!
