Maximizing your Tax Return
YAY for Tax Season! ... said no one, EVER!
Power of She's March event included tips on making tax season a little easier on a business woman, while keeping a little more CHA-CHING in your CLUTCH!
Confetti Wealth, local private wealth advisory, brought tips to feel confident all the way to your CPA's chair this year, such as:
- How to maximize your tax return -- What are you missing out on?
- What may you be missing out on as a business owner?
- How to pay less taxes during tax season? … YES PLEASE!
- How to make tax season easier overall when running a business and a household
How to pay less taxes during tax season? … YES PLEASE!
If tax season is not your favorite season, below you'll find Confetti's presentation & resources, including ways to make tax season EASIER OVERALL, while running a business and a household
Michelle started her financial planning career in 1999. Throughout her career, Michelle has developed long-term relationships that encourage financial confidence and independence through wealth preservation, retirement and legacy planning. Throughout her tenor, Michelle developed her own financial planning practice, Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Confetti Wealth now consists of 30+ expert financial specialists helping clients create more to celebrate in their financial lives. Michelle has received great recognition for her work and is proud of her most recent accolades. Michelle has been recognized on the Forbes Best-in-State Wealth Advisor (2018-2024), Forbes Best-in-State Women Wealth Advisor (2022-2024), Barron’s Top 100 Independent Financial Advisors & Top 100 Women Financial Advisors, (2023,2022) lists. Michelle was also inducted to Ameriprise’s’ Hall of Fame (2022) during the Ameriprise Financial Circle of Success Conference. Fewer than 3% of Ameriprise Advisors have earned this distinction throughout their career and Michelle is very proud of this early accomplishment. Michelle has also consistently been recognized as a member of the Ameriprise Chairman’s Advisory Council each year. The Confetti Wealth team has recently been recognized on the Forbes Best-in-State Wealth Management Teams 2023,2024 and has received the Ameriprise Client Experience Award 2020-2023
Michelle Young, CFP®, CDFA®, ChFC®, ADPA®, CRPC®, CLTC®, APMA®, MPAS®, BFA™ CA License # 24140
Private Wealth Advisor | President Confetti Wealth, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Office: 952.857.1487 | Texting: 952.777.8985 | Fax: 952.837.1133 Support staff contact information is available on our website.
