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Resources
Epic Capital Insights - April 2013
The Epic Capital Guide to 2013 Tax Law Changes
2013 Annual Limits Related to Financial Planning
Epic Capital Insights - January 2013
Fiscal Cliff Agreement - Key Provisions
2013 Outlook
Epic Capital Insights - November 2012
Epic Capital Insights - October 2012
Epic Capital Insights - August 2012
A Parent's Guide to Kids and Money
Epic Capital Insights - July 2012
2013 Federal Income Tax Update
2012 Mid Year Outlook
Epic Capital Insights - June 2012
2012 Tax Planning Guide
2011 Year-End Client Letter
2012 Outlook
2012 Retirement Plan Limits
2011 Mid Year Outlook
Life's Important Documents
Financial Birthdays to Remember
2010 Year-End Client Letter
2011 Taxes, Retirement Plans & IRA RMD
Fact Card
LPL Financial Outlook 2011
"A Mix of Clouds and Sun"
Planning for Your Long-term Care Needs
How to Choose a Financial Planner
* For qualified investors with at least $500,000 in investable assets
Phone:
(704) 552-5200
Fax:
(704) 552-5201
Email:
info@EpicCapitalWM.com
6135 Park South Drive
Suite 130
Charlotte, NC 28210
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