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Dec 15, 20201 min read
All the Gain (Without the Pain)
You might remember Jane Fonda's aerobics videos on VHS or Betamax from the 1980s. She would often use the phrase, "No Pain, No Gain," to...
25 views


Oct 15, 20202 min read
Control What You Can Control
If a company you invest in is part of M&A activity, you might see a substantial gain overnight You can still control your tax liabilities.
37 views


Oct 14, 20201 min read
Mix & Match
A comprehensive approach to tax management could include evaluating how strategies can work together.
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Oct 31, 20182 min read
Don't Get the "Boot"!
The term “boot” is not used in the Internal Revenue Code or the Regulations but, is commonly used in discussing the tax consequences of a...
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