Exciting TFO News!

March 18, 2019 With 2019 underway, I thought this would be an opportune time to provide you with a short update on some exciting recent events at TFO Phoenix: Your Team Is Deeper As we continue...

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Charitable Contribution Documentation Reference Guides

Check out our two new reference guides created to help you navigate documentation requirements to ensure your charitable contributions are tax deductible.

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What’s Your Story?

Check out our new article, Origins - What’s Your Story?

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2019 Tax Reference Sheet

Our 2019 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 2019 tax year. If you have any questions about...

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This Christmas brought with it a new bike for my eight-year-old son. He was a bit of a late bloomer to two-wheeled bike riding, only learning how to ride about a year ago. He now seems to...

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10 Healthy Financial Habits

To help young adults build a solid foundation of financial knowledge, TFO Phoenix is conducting a series of Financial Wellness Boot Camps relevant to their stage in life. We kicked off our first workshop in August, with...

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Server Maintenance

This weekend we will be performing maintenance on our server. As a result, our team will not have access to their email beginning this Friday evening through tomorrow (Saturday) afternoon. If you have an urgent matter during this time, please contact a member of your engagement team.