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Beyond a Blog

State Income Taxes (Podcast)

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How should you incorporate state income taxes into your financial planning? Senior client service manager ReKeithen Miller joins host Amy Laburda to discuss.
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Is My Bentley Deductible?

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The concept of enjoying luxury cars, yachts or aircraft while also using them in your tax planning can be alluring. However, it’s critical to approach these opportunities with caution and compliance.
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Social Security And Medicare (Podcast)

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Uncertainty about the future of Social Security and Medicare may unsettle you. Yet making the most of Social Security and Medicare as they are now is still a smart financial move. Learn more in the latest from our podcast.
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Be Ready For Retirement (Podcast)

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Retirement planning can be complicated, but the best way forward is make sure you understand the basics and get started as soon as possible. Paul Jacobs, CFP®, EA is ready to help.
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