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Financial Planning

Checklist for Year-End Planning

Checklist for Year-End Planning

The holidays are always hectic but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come our way. As the Build Back Better Act winds its way through Congress, early proposals have fallen by the wayside. Changes in individual income tax rates, increases […]

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Update on Coronavirus Response

Update on Coronavirus Response

As the world continues to respond to the ongoing pandemic, many governments have committed substantial resources to slowing its spread while protecting their people’s access to necessities. In the United States, the federal government passed the “Coronavirus Aid, Relief, and Economic Security Act” (CARES Act) into law on Friday, March 27, 2020. This comprehensive recovery

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