Sprint 2023
What’s happening at Three Oaks
We clean up well! With a name like Three Oaks, we had to roll up our sleeves and do a little dirty work in honor of Earth Day with our Friends at Common Desk.
Let us know what you did!
Industry Updates
- The tax deadline has come and gone. Want to start planning for 2023 taxes? Grab your 2022 tax return and a current pay stub, and email Michael Berry to schedule some time.
- The Clean Vehicle Credit just got an overhaul – which makes and models allow for the $7,500 tax credit, please visit:
- Many forecasts, including the Fed’s GDP model, signal a recession in the 2nd half of 2023. Here are few business principles, adapted to your personal approach, for surviving a recession if it comes.
Mark Your Calendars
Important dates you should know:
- May 3rd – Next Federal Reserve Interest Rate decision
- Labor Day Weekend – TD Ameritrade Accounts will migrate over to the Schwab platform. More details to come…
Need Something to “Geek Out On”?
Oh, you like crosswords? The first person to text a picture of their correctly completed crossword to (214) 717-0889 (Adam’s number) will receive a free margarita and witty banter exchange!