Coming Soon! A new online financial learning curriculum

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...

Continue Reading

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...

Continue Reading

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...

Continue Reading

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...

Continue Reading

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...

Continue Reading

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...

Continue Reading
Page 1 of 9