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Decoding the “Big Beautiful Bill”: What Potential Tax Changes Mean for You
Cable news is still buzzing after President Trump’s “Big, Beautiful Bill” moved a step closer to reality when it passed to the Senate. The bill, ...
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Navigating Market Volatility: Seeing Opportunity in Change
Did you know the Chinese symbol for “turmoil” is the same as the symbol for “opportunity?” This is certainly true when it comes to investing. ...
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Holistic 365: The Advantages of Year-Round Tax Planning
If only … If only I’d left five minutes earlier, I wouldn’t be stuck in this traffic. If only I’d taken better care of myself, ...
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Tariff Concerns and Market Volatility: What You Need to Know
The markets have been navigating some turbulent waters recently, and with the added discussions around tariffs, it’s understandable to have questions. We’re here to provide ...
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On Purpose: 4 Ways to Make the Greatest Impact on Wildfire Relief
As the wildfires continue to affect families in Los Angeles, facing evacuations, property loss, and uncertainty, most of us feel rather helpless but want to ...
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Escaping the Golden State: A Taxpayer’s Guide to Exiting California
A Snake Plissken-esque Exit is Important for Business Owners to Consider Now In the classic film Escape from New York, Kurt Russell’s Snake Plissken ...
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