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2021 Tax Planning

2021 Tax Planning

This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when helping clients stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

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5 Retirement Mistakes Small-Business Owners

5 Retirement Mistakes Small-Business Owners

In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary. This whitepaper discusses five common mistakes business owners make and common strategies they can use to overcome them.

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Take Charge of Your 401(k)

Take Charge of Your 401(k)

Help clients and prospects keep up with their financial needs, while avoiding common (and expensive) mistakes.

Whitepaper covers:

  • Information that can help save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
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