Month: October 2019

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A New Twist On Your Old Connections

Professional investors are always on the lookout for opportunities to expand their wealth by providing the capital growing businesses need in exchange for equity. And chances are, given what you do as an Advisor, you know more than a few investors. Meanwhile, the CPA’s you’re trying to strengthen your relationships with are often the first …

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Tax Secrets Most Financial Advisors Forget to Tell Their Clients

If your clients are investing for retirement income, it pays to focus on tax savings to get them there quickly. Your clients can take the money they would have given to Uncle Sam and grow their wealth instead! Here are two tax planning secrets most financial advisors forget to tell their clients: Tax Planning Secret …

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