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Tax Laws

Many people are confused about today’s complex tax laws. The constant changes make it virtually impossible for you to know the ins and outs of the tax code or the many issues involing taxes on income, estates, inheritances, retirement pensions, social security, and capital gains.

Our CPAs and Enrolled Agents are here to assist you. They are continually educated on the latest updates and changes. Whether you are trying to claim a Child Tax Credit, deduct commuting expenses or deduct an IRA contribution, our experienced staff can advise you through the maze of tax laws that apply to your individual situation.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC and its subsidiaries are separate entities.

Diversification and asset allocation strategies do not assure profit or protect against losses.

Craig Baum, Brian Duncan, David Duncan, Edward Kavo, Joseph Lundie, Anthony Marciano, Robert McCalmont and John Douglass Smith are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Adam Aretz and Timothy Klabnik registered representatives of Cambridge Investment Research, Inc.
They are collectively registered in the following states:
AL, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV
for the sale of securities products
and are collectively licensed in the following states:
AL, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY to sell life insurance products.
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