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To Minimize Your Taxes, Avoid ‘The Gap’
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Ty Bernicke, CFP® | President

To Minimize Your Taxes, Avoid ‘The Gap’

I believe tax minimization strategies are missed because of something I call “The Gap.” The Gap occurs because people typically pay their CPAs to provide tax preparation or accounting services.

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Steve Latham, CFA, CFP® | Chief Investment Officer

The Great Resignation

One of the wonderful joys of being a parent involves guiding your children through the ups and downs of life.  While it may be more

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