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The Hidden Costs of Poor Tax Planning: Are You Up to the Task?

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The Hidden Costs of Poor Tax Planning: Are You Up to the Task?

Tax planning is such an important component of your financial strategy yet many overlook the potential costs associated with inadequate preparation Each year individuals and businesses face unexpected expenses because... Read More >

3 Tax Strategies You’ll Want to Take Advantage of Before the Year Ends

As the holiday season kicks into gear we understand that your retirement strategy may not be at the front of your mind But as the year draws to a close... Read More >

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Dinner Seminar – Mishawaka, IN

September 12th or 17th at Ruth’s Chris Steakhouse

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September 23rd, 24th, or 30th at Coopers Hawk

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October 21st or 22nd

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Dinner Seminar – Fort Myers, FL

October 21st or 22nd at Coopers Hawk

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October 29th or 30th at Pesto’s 

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