Skip to Content
Back to Insights

Dina Leader-Powers Quoted in GOBankingRates

January 29, 2025 | In the News

Dina Leader

Tax season has begun! While the deadline to file isn’t until April 15, take the time now to get prepared so you can avoid any unnecessary stress. Wealth Manager Dina Powers shared with GOBankingRates some of her recommendations for tax season preparation. “Create both electronic and paper folders to collect and organize your tax documents as they arrive,” she said. “Compare your current year documents to your prior year documents to make sure you’re not missing anything.” Click here for the full article.

What could you achieve with a Personal CFO?

When your financial life is led with structure, clarity, and follow-through, the possibilities expand.

From tax planning and estate coordination to cash flow and next-generation guidance, we help you move from complexity to clarity — so your wealth can support the life and legacy you’re building.