Planned Giving



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Washington News
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass tax extenders. Lewis, Chair of the American...
Personal Planner
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual...
Savvy Living
I need help with selling my mother's house and relocating her to an apartment or condo closer to where I live. Can you recommend any businesses or services that specialize with relocation? The...
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