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    Cates Financial Planning Cates Financial Planning Cates Financial Planning Cates Financial Planning
    • About
      • About Cary
    • Services
      • Financial Planning
      • Investment Management
      • Tax Services
    • Process
    • Pricing
    • Contact
    • Log In
      • Vault
      • Investment Portal
      • Schedule Meeting
      • Schwab
      • my529
      • TIAA

    Taxes

    Home / Service /
    Is Tax Advice Tax-Deductible?
    September 15, 2017

    Is Tax Advice Tax-Deductible?

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    Employer Stock Grants (the Good, the Bad, and the Ugly)
    April 27, 2017

    Employer Stock Grants (the Good, the Bad, and the Ugly)

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    Benefits of Giving Stock to Charity
    March 29, 2017

    Benefits of Giving Stock to Charity

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    Open a Roth IRA as Soon as You Can!
    February 22, 2017

    Open a Roth IRA as Soon as You Can!

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    What Could Tax Reform in 2017 Mean For You?
    December 9, 2016

    What Could Tax Reform in 2017 Mean For You?

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    What is an Enrolled Agent?
    October 13, 2016

    What is an Enrolled Agent?

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    The Rental Real Estate Tax “Trap”
    September 7, 2016

    The Rental Real Estate Tax “Trap”

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    The Biggest Tax Benefit to Homeownership
    August 9, 2016

    The Biggest Tax Benefit to Homeownership

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    The TRUE Tax Benefits of Owning a Home
    July 28, 2016

    The TRUE Tax Benefits of Owning a Home

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    How the IRS Measures Income & Why You Should Care
    July 20, 2016

    How the IRS Measures Income & Why You Should Care

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    CatesFP
    Cates Financial Planning, LLC (“Cates FP”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Cates FP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cates FP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

    © 2019 Cates Financial Planning, LLC


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