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Golf Outing 2021

Investor Sentiment Is Shifting

A May Letter to Clients: 7 Charitable Giving Missteps and Higher Taxes on Capital Gains

An April Letter to Clients: The Covid Economy, a Year Later

IRA Deadlines Are Approaching

A Winning Combination: Tax Preparation & Planning

2020 IRA Deadlines Are Approaching

A December Letter to Clients: Some Taxing Issues and Market Round Up

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