Watch Now:

Info Session: Burney Tax Advisors

  • 00:00 - Introduction & Agenda
  • 01:50 - About Burney Tax Advisors
  • 10:06 - How We Work With Clients: Proactive Tax Planning
  • 13:40 - How We Work With Clients: Tax Preparation & Filing
  • 17:37 - How to Get Started
  • 25:16 - Q&A

 

During our Burney Tax Advisors Info Session, we shared about how Burney Tax Advisors is addressing common pain points that people experience with traditional CPAs.

Hosted by:

  • Adam Newman, CFA, CFP®, MT, RICP®
  • Rhonda Collins, CPA

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

Burney-Tax-Advisors_Logo_White_v2-1

Have you considered Burney Tax Advisors for next tax season?

Fill out the form below to set up your introductory meeting with Director of Tax, Rhonda Collins, CPA..

Elevate your tax experience

Learn more about Burney Tax Advisors and how you can navigate the upcoming tax season confidently with strategic tax planning and seamless preparation.

Fill out the form and Director of Tax Rhonda Collins, CPA will reach out to you to set up an introductory call.

 

 
Calculator, pen, and notebook
Financial Planning

Financial Planning Tips to Stay Tax-Savvy Throughout Your Life

It's said the only constant is change, but there's also that saying about death and taxes.

Learn More >>
Financial Planning

Understanding Rollovers from 529 Plans to Roth IRAs

Historically, determining the correct amount to invest in a 529 college savings account to cover the exceedingly growing cost of higher education (without overfunding it) has been a challenge. 

Learn More >>
Retirement Planning Investment Management

Burney's 2025 Town Hall: Investment, Tax, and Financial Planning Insights [Webinar]

Presenters: Andy Pratt, CFA, CAIA, Rhonda Collins, CPA, and Adam Newman, CFA, CFP®, MT, RICP®

Learn More >>
Investment Management

Economic & Market Review: Q4 2024 [Webinar Summary]

Presenters:  Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®

Learn More >>
Financial Planning Investment Management

Why Do I Own This?!?

The whole idea behind asset allocation is to own a bunch of fundamentally different things that behave in fundamentally different ways as part of an investment portfolio. Some years are good for the stock market and some are bad. In the bad years, you want to own things that are going up, or at...

Learn More >>