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Tax Strategy for Entreprenuers before They Sell their Business: Donor Advised...
Tax planning tips Last week, I went to a luncheon seminar hosted by Fidelity Charitables, a division of my custodian company Fidelity Investments. I went there because 30% of my clients are business...
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How I Help a Client Save $100k in One Meeting
I go to great lengths to meet with my clients regularly. For instance, many of my clients live across the country. I fly to them. Some might ask: what value is there in meeting regularly? There can be...
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