Robert Shabkie, CFP®, J.D.*, LL.M.*
Investment Advisor Representative

CONNECT

Address:

7777 Alvarado Rd. Suite 263
La Mesa, CA 91942

Phone:

Direct: (858) 560-0766 Ext. 101,Cell: (619) 347-7226

Fax/Other:

(858) 225-8995

Tax Library

We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.