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5 Tax Planning Tips To Consider in 2023

5 Tax Planning Tips To Consider in 2023

Taxes are an important consideration when it comes to managing your finances. Being proactive with your tax planning can help you manage your obligation and put you in a better financial position for the future. Here are some tax planning tips you may be able to take...

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An Introduction to Private Markets

An Introduction to Private Markets

An Introduction to Private Markets Retail investors often focus on more conventional asset classes like stocks, bonds, ETFs, and mutual funds, each of which is readily accessible to the public and considered highly liquid. However, the last few years have seen more...

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2022: The Tax Tornado is Coming

2022: The Tax Tornado is Coming

2022: The Tax Tornado Is Coming From a financial/estate planner’s and estate attorneys’ point of view, Happy New Year and glad 2021 is behind us. While 2021 was a great year for consulting revenue, it left everybody paralyzed by the wealth destroying proposed...

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4 Blockchain Trends for 2022

4 Blockchain Trends for 2022

Few technologies have attracted more buzz and controversy than blockchain. The past year proved to transformative and booming with new trends and inventions in the blockchain world. Blockchain has taken over many industries and will likely continue to transform...

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