Even with less itemizing, there are still tax documents you want to retain for years to come.
Provided by Greg Ferguson
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay to shred more of them? Maybe not.
Phone: 952-406-8316
Fax: 952-406-8316
Email: greg@fergusonfinancialinc.com
5100 Eden Avenue, Ste. 311 , Edina, MN 55436
We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.
Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016
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