July Client Bulletin
In July’s newsletter, learn why you should partner with a tax expert, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.
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April 2017 Client Bulletin
Our April 2017 client bulletin takes a look at dealing with an IRS audit, deciding about a vacation home and having an ESOP as a retirement plan.