Introducing the Latest Legal and Tax e-News!

Monday, February 5, 2018
Introducing the Latest Legal and Tax e-News!

THE NEW TAX PLAN IN SUMMARY

Following up on the recent House bill and some major changes to tax code, here is a succinct overview with explanatory charts for clarity. Bear in mind that every code does not affect everyone and as always, we advise each of our clients individually on the impact that it has on them. If you would like to schedule an advisory meeting, please let us know. READ MORE

source: New York Times


JO ANN KOONTZ SPEAKS TO AN ENTHUSIASTIC CROWD

The Realtor Association of Sarasota & Manatee (RASM) hosted Jo Ann on 1/10/18, where she spoke about Tax Strategies and Business Planning for Realtors.  Enjoy and learn!

NEED A SPEAKER FOR YOUR NEXT EVENT?
Jo Ann Koontz and Marina Parkin are regular speakers, both locally and nationally. Reach out to [email protected] for more information

 


 

THE KOONTZ & PARKIN POSSE HIT THE TOWN!

The 7th annual Koontz & Associates / Koontz & Parkin holiday dinner was a delicious fun event! Thank you to Oli Georges & Angela for such an amazing evening. Celebrating the holidays with Jose Palacio, Rachel Didier, Benjamin Carter, Cathy Schuldinger of Old Republic Title, Bianca Popa, Jo Ann Koontz, Marina Parkin, Laney Hughes, Jackie Durham, Lesleah Lutz of Lesleah Lutz Bookkeeping, and Elizabeth Muñoz at Antoine’s restaurant.


 

KUDOS TO US

I have used both firms since I started my business in Sarasota 4 years ago. I have found their expertise, professionalism, and attention to detail to be unsurpassed. It's clear that they’re watching out for my best interests and I have no doubt that Marina’s tax advice has saved me tens of thousands of dollars. I always make it a point to run any new ideas by them to make sure I’m not missing anything from a legal perspective. Long story short, their guidance has elevated my business and helps me sleep better at night. I would recommend their services to anyone looking for full-service professional advisors.

David Zarghami
Owner,CEO The Zarghami Group
Keller Williams Classic Realty


 

GET A GRIP ON TAX DEADLINES & FILING EXTENSIONS

Here's our handy chart

Follow Koontz & Associates

Related Posts

Jo Ann Koontz

[email protected] 941-225-2615