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Estate Planning 101: Trusts

Trusts can be a tricky business, and most tax practitioners at one point or another are tasked with advising clients who are either using a trust or interested in establishing one. Not familiar with the ins and outs of trust terminology, creation, or strategic planning? We’ve got you covered. Read our latest blog post to learn more.

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3 Tips for Effectively Marketing Your Firm

Retaining existing clients and recruiting new clients are driving factors when it comes to maintaining and growing your business. Since both of these factors rely on quality communication regarding the services and products your firm provides, we’ve put together a few tips for creating an effective marketing plan that won’t break the company budget.

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Updates, Get Your Updates: Federal Tax Changes for 2015

The end of the year has arrived, and April is only a few months away. As tax season approaches, getting the low-down on 2015 tax changes is crucial. Check out our latest blog post to learn more about specific tax updates that will affect how your clients prepare for the 2016 tax season.

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