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    • March 18, 2025
    • 7:00 pm
    Turning stock downturns into tax advantages

    Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of recent market volatility.) While such an investment might be…

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    • March 18, 2025
    • 5:24 pm
    Planning for the future: 5 business succession options and their tax implications

    When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire,…

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  • “We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did.”

    Judy Hamilton | CPA, MBA