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A Tax-Savvy Way to Give: Making the Most of Charitable Trusts

Debbie Sanders, CPA

Charitable trusts can be a powerful way to make a meaningful difference to support causes you care about, while also enjoying substantial tax benefits. By…
Read More A Tax-Savvy Way to Give: Making the Most of Charitable Trusts
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Annual Business Valuations: Your Strategic Edge

Joe Valentine, CPA/CVA, CFE

March 21, 2025

Business owners invest significant resources and time into growth, yet many overlook the importance of regularly assessing their company’s value. Our recently published article, New…

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