Coronavirus Aid, Relief, and Economic Security Act (CARES Act) – Highlights for Small Businesses

Dear Friends, We are certainly not the first to tell you, nor will we likely be the last.  The secret is out!  The CARES Act has been signed into law.  While you have no doubt been inundated with...

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Scott Horn Once Again Named a Top 5 Arizona Advisor by Barron’s Magazine

TFO Phoenix President Scott Horn has once again been named among the top 5 advisors in Arizona by Barron’s Magazine’s 2020 Top Advisor Rankings by State. Check out the full list of rankings.

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Colleague work-from-home policy

Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue...

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The SECURE Act Highlights

On December 20th, President Trump signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which is being described as one of the most sweeping retirement security legislation to move through Congress in decades. Now that...

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2020 Tax Reference Sheet

Our 2020 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2020 tax year. If you have any questions about...

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From TFO Phoenix - The Last Decade

Dear Friends, As we get used to writing our dates with a “20” at the end, most of us have probably paused at least once to think about what our lives and...

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Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.