FINANCIAL UPDATES | RISE Consulting, LLC

top of page

HOME
EXECUTIVE SERVICES
BUSINESS SERVICES
THE TEAM
FINANCIAL UPDATES
More...

Use tab to navigate through the menu items.

2Q 2024 Market Recap

Display of Stock Market Quotes

DOWNLOAD UPDATE HERE!

The latest happenings.

All Posts
Your Community
Business Owners
Succession Planning
Retirement
Privately Owned Business
Small Business
Main Street
Tax Planning
Human Resources
Financial Planning Tips
Tax
Investing

Search

Tax Relief Legislation in Progress

Sara Stiles, MSFP, CFP®

Mar 43 min

Tax Relief Legislation in Progress

320

Retirement Plan Limits for 2024

Sara Stiles, MSFP, CFP®

Feb 24 min

Retirement Plan Limits for 2024

390

Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle

Sara Stiles, MSFP, CFP®

Jan 314 min

Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle

220

5

6 7

SCHEDULING

Please contact us for in-person meetings. To schedule a phone consultation with one of our experts, please CLICK HERE.

CONTACT

710 SE 3rd Street

Lee's Summit, MO 64063

PH | 913.363.7401

FAX | 816.272.5025

RECEIVE NEWSLETTER

KEY TAX NUMBERS FOR 2024

SUBSCRIBE TO BLOG

EMAIL | info@riseretirement.com

ESPANOL | asistenciaenespanol@riseretirement.com

PROFESSIONAL ASSOCIATION MEMBERSHIPS

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Tax and Accounting services are offered by RISE CPAs, LLC, an affiliated company. Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE, CPAs, LLC, RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Kansas, Missouri or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

© 2022 by RISE Consulting, LLC

bottom of page