TFO Life Academy Website is Now Live

TFO is thrilled to announce the launch of our new TFO Life Academy website! As part of our commitment to empowering families with financial knowledge, resources, and life skills, we have developed a new online library of articles, videos, and...

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Our 2021 Tax Reference Sheet Is Now Available

Our 2021 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 2021 tax year. If you have any questions about the...

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Highlights of 2020 Tax Law Changes

Generally, we need no reminder that the 2020 calendar year has been filled with changes. However, it does seem worthwhile to highlight some of the more relevant tax law changes that have impacted our client families. Specifically, for...

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Brittany Genzale Promoted to Chief Operating Officer (COO)

TFO Phoenix is thrilled to announce the promotion of Brittany Genzale to Chief Operating Officer (COO). In addition to her new duties as COO, Brittany will continue in her current role of serving client families as a...

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CARES Act – Highlights for Small Businesses – Part 2

Dear Friends, This is the second of a two part communication regarding the major provisions included in the CARES Act that affect small businesses.  The first focused on items 1 and 2 below and can be found on...

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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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