Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | info@keenerfinancial.com

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2009 Year-End Tax Planning Checklist

November 4, 2009

Reviewing your tax situation for the year when you still have time to do something about it is always a good idea.  You have many more options to affect your tax liability by acting before the year ends.  This year, it's still important to review all the regular opportunities available every … [Read more...]

Filed Under: Legislative Changes, News, Taxes, Your Finances Tagged With: 2009 tax, 2009 tax checklist, 2009 taxes, 2009 year-end tax planning, tax planning

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Keener Financial Planning
7 days ago
Keener Financial Planning

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! keenerfinancial.com/summer-2025-financial-planning-newsletter/ ... See MoreSee Less

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! https://keenerfinancial.com/summer-2025-financial-planning-newsletter/
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Happy Friday! As you head out to the weekend, we wanted to update you on how we're using AI at Keener Financial Planning. Please let us know of any questions! ... See MoreSee Less

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How We're Using AI - Keener Financial Planning

keenerfinancial.com

We share how we're protecting client data security, ensuring continued accuracy and personalization, and seeking efficiency with AI.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

advisorstream.com

Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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