Videos

Changes to Taxes & Retirement Planning in 2020

This webinar was designed to cover all questions on the CARES Act, the current state of the markets and where do we go from here? Listen to Debbie and Rob provide tips and tricks on how best to deal with the current volatility we are experiencing. Click Here to Watch the Webinar

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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