Fall 2022

What’s happening at Three Oaks

The Three Oaks team is proud to announce the addition of Michael Berry II as our newest team member and our first Financial Paraplanner.  Michael brings to our team a background in operations and finance and earned his B.A. with a concentration in Finance from Master’s University in Santa Clarita, CA.

Learn more about Michael Berry II

Industry Updates

  • 2022 Tax Planning – the standard mileage rate increased, the credit on Solar PV systems installed increased (from 26% to 30%), and it’s the last year for 100% bonus depreciation on qualified property.  Let’s plan!  Please reach out if you want to geek out on year-end tax planning questions.
  • Markets Metrics – Stock pricing is moving back into alignment with historic averages according to such valuation metrics as Price/Earnings, Brice/Book, and Price/Cash-Flow.

Mark Your Calendars

Important dates you should know:

  • October 1st – FAFSA is out! Submitting it early could help you secure better results.
  • Oct. 15 – Dec. 7th – Medicare Open enrollment. Review your current coverage, and if you have questions on whether a change may be warranted, we’re happy to help you evaluate things.
  • October 31st – Deadline to apply for loan forgiveness under the Public Service Loan Forgiveness program.
  • December 1st, 5:30pm – Virtual Town Hall: 2022 Year-End Tax Planning Panel Discussion. Register Today!

Need Something to “Geek Out On”?

  • Taxes! Taxes! Taxes!
    View key threshholds for 2022 Income Tax rates tables, Standard Deduction amounts, Alternative Minimum Tax, Education Credits and Deductions, and more.View Key Figures