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High Net Worth Resources
CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but…
High Net Worth Resources
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…
High Net Worth Resources
Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of…
High Net Worth Resources
Listen to a brief story of a couple who retired and did not know if they had enough money to…
High Net Worth Resources
Estate Tax Reduction Video Listen to a brief story about a client who wanted to eliminate estate taxes and support…