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Tax Tip of the Week
July 28, 2014

Generation-skipping involves a transfer tax - In addition to estate and gift taxes, a third tax applies to assets you transfer to someone two or more generations below you, such as your grandchildren. . . . . Read the full story

Business Tip of the Month
July 2014


Don't bankrupt your business - Building a successful business takes vision, passion, a viable product or service, and lots of hard work. Bankrupting a business is much easier. In fact, doing nothing to address systemic problems is often all that's needed to drive a company off the cliff. . . . . Read the full story

Financial Tip of the Month
July 2014

Medigap basics can get complicated - Trying to make sense of Medicare and Medigap plans can be a daunting task. Here are a few of the basics. . . . . . Read the full story

 

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