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Tax preparation checklist

Tax preparation checklist

Start early to save time and money   Whether you file your taxes using tax preparation software or with the help of a tax professional, you can save a lot of time and money by getting organized early. Here’s a tax preparation checklist to help you get a jump on...
Successful legacy planning

Successful legacy planning

Leadership, trust, and the 3 Ps of communication help with transitioning family wealth Families of wealth can successfully maximize their financial capital across multiple generations, along with the critical human and intellectual capital that will define the family,...