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    • 401k Audit
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financial advisors

Use a Professional Tax Preparer

There’s too much financially at stake for you to risk making one or more mistakes on your federal income tax return. I know several savvy number …

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Category: Accounting & Tax Services, Financial 101Tag: financial advisors, financial planner

Maximize the Use of Your Retirement Plans

Whether you are 10 years from retirement or just starting in the workforce full-time, a financial advisor can help you maximize the use of your …

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Category: Financial advisorTag: financial advisors, retirement plans

The Basics on Donor Advised Funds

One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …

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Category: Accounting & Tax Services, Business, Financial advisor, Small BusinessTag: accounting experts, accounting records, donor advised fund, financial advisor, financial advisors, financial assets, recordkeeping

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