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Mike Giudici, CFP®, MBA
Mike Giudici, CFP®, MBA
Choreo, LLC Senior Director, Wealth Management
http://choreoadvisors.com 563-279-0714

As a wealth manager, Mike strives to simplify the complex world of money to help clients make better decisions and lead joyful lives. With a passion for learning and teaching, he works with each client to develop unique financial plans that serve as road maps for investment, balance sheet and cashflow decisions. Mike’s attention to detail helps ensure that all aspects of the financial plan are implemented and monitored on an ongoing basis. His specialties include wealth building, retirement planning, estate transfer, college education planning and tax planning.

Mike has more than 14 years of experience in advising business owners, high net worth individuals and their families on how to meet their financial goals. 

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

CFP®
Financial Planning Association, Eastern Iowa chapter
Quad Cities Area Estate Planning Council

EDUCATION

Bachelor of Arts; finance, economics and philosophy; Saint Ambrose University
Master of Business Administration, finance concentration, University of Iowa

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Are You Making These Common Tax Errors?

photo of ebook cover

Learn How to Navigate the Tax System

  • Understand some reasons for IRS tax penalties
  • Discover the top taxpayer concerns about filing taxes
  • Know your 2021 tax bracket

Avoid These Common Filing Mistakes

Overlooked Side Income

Overlooked Side Income

One area that some taxpayers overlook is claiming side money in addition to their normal salary.

Unrealized Tax Breaks

Unrealized Tax Breaks

Tax break may help you manage the taxes you owe or change your liability, resulting in greater benefits for you.

Wrong Filing Status

Wrong Filing Status

Your filing status can impact your taxes because it defines your standard deduction and tax brackets.

"By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes."

- From Common Tax Errors to Avoid

Learn How to File
You are Responsible for Filing Your Taxes Correctly

You are Responsible for Filing Your Taxes Correctly

Even if you work with a tax professional, your taxes are your responsibility. Avoid making these common errors.

File With Confidence.

Download your complimentary ebook below to avoid these common filing errors.

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