As you know, our TFO Life Academy initiative was established to help the next-generation learn the tools and skills necessary to create financial independence and success. As part of this mission, we are excited to announce we...

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...

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...

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...

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...

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...