“Made a Profit Selling Your Home? Here’s How to Avoid a Tax Bomb This Filing Season”
Article originally published by CNBC.com. Written by Kate Dore "If you rece [...]
March 2022
February 2022
Looking at Both Sides of the Step-Up In Basis Loophole
Since taking office, President Biden has expressed his intention to close t [...]
January 2022
Self-Employed Tax Benefits and Deductions
There are many benefits of being self-employed, but sometimes it can feel a [...]
The Triple Tax Benefit Investment
It’s not often that the IRS provides a tax-free option for your money—so wh [...]
November 2021
Chase’s Pick: “Pass-Through Entity Owners Bear The Hit With Proposed Federal Tax Law Changes”
Article originally published by Forbes.com. Written by Lynn Keck If you’ve [...]
June 2021
How the 2021 Estate Tax Exemption Will Affect You
Every year the federal government decides how much of your estate isn't sub [...]
May 2021
How Biden’s Tax Plan Could Impact Your Wallet
Candidates run campaigns on promises and plans, but that doesn't mean they [...]
March 2021
Tax Smart Checklist to Lower Your RMDs
There’s one piece of the retirement puzzle that no one likes: Required Mini [...]
Avoiding the Social Security Tax Trap
Retirees face multiple income traps, and many retired taxpayers will see a [...]
January 2021
Top Tips to Prepare for Tax Season
Happy New Year! It’s a new year, a new you, and a new time to do things dif [...]
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.