Category Archives: Videos

2020 Year End Presentation
2020 Year End Webinar: Planning for a Biden Administration Tax Plan

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Protecting Your Net Worth
Protecting Your Net Worth

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The Perils of Joint Accounts
The Perils of Joint Accounts

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Step-Up In Tax-Cost Basis
Step-Up in Tax Cost Basis

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Does Your Plan Minimize Taxes
Does Your Plan Minimize Taxes?

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