Taxes: A New Day Has Dawned, or Has It?

This past year, Halloween was barely over when House Republicans introduced their version of tax reform with the goal of

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Opportunities in Real Estate

Have you ever been approached to invest in real estate? If you not, you likely will be someday. We routinely

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Fine Wine and Estate Planning

As financial planners, we routinely model estate plans to determine if they meet the goals and objectives of our client.

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2012 Wrap Up

In this space last month, we discussed the fiscal cliff. We won’t waste any more ink on that here, at

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