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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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Navigating Rolling Thunder: 5 Ways to Understand and Embrace the Market Volatility Roller Coaster
We’ve all stood in line for a roller coaster, swept up in a maelstrom of anxiety, nervousness, and excitement. Just like a roller coaster, the ...
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You’ve Sold Your Business: What’s Next?
Sell. Selling. Sold! A three-part series on business transition from Windes Wealth Management Congratulations, you’ve done it! You’ve sold your business! But now what? ...
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