Tax LibraryWelcome to our 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. ![]()
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PO Box 508 Phone: 815.786.7851 or 877.786.7851 Toll Free |

Dano W. LoPresti is an independent CERTIFIED FINANCIAL PLANNER™ (CFP®), CHARTED FINANCIAL CONSULTANT™ (ChFC®) and an ACCREDITED INVESTMENT FIDUCIARY™ (AIF®) with Legacy Financial Planning. He specializes in life insurance, investment management, retirement planning and retirement income distribution planning for individuals as well as specializing in employer sponsored retirement plans, endowments, foundations, pension plans, and charitable funds. Dano may be reached at 815-786-7851 or by email at dano@legacyfp.com
Securities offered through: Triad Advisors, Inc. Member FINRA/SIPC