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The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

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Three Methods to Effectively Value Your Business

While watching a documentary on Andrew Carnegie, one of the scenes really stood out to me. It depicted the earlier years of his career, stressing over unpaid bills and expenses, and trying to make payroll. It was something every successful business owner can relate to.

Facts Vs Feelings Take 5 – It Is a NVIDIA World, We Are Just Living in It

In case you haven’t noticed, NVIDIA’s stock has done extremely well recently. How is this affecting the market and economy overall? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Topics include: What is NVIDIA and how is the compa …

How Estate and Gift Taxes Can Impact Your Financial Plan

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

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