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Educational Videos

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18 Jan: Financial Due Diligence

Check out this episode of The Financial Incline where I talk with Griffin Hurd. Griffin is a CPA and partner…

05 Jan: Secure Act 2.0 Changes to 529 Plans

To schedule a call to review your financial plan and investments  Click Here SUBSCRIBE TO THE FINANCIAL INCLINE Email Address  …

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14 Dec: M&A Attorney on Selling Your Business

Check out the new episode of ‘The Financial Incline’ to hear my conversation with Aaron Monk. Aaron is a partner…

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Year-End Tax Planning
10 Nov: Year End Tax Planning with Jim Luebbe

  We discuss: 4 key topics to consider before the end of the year for business owners ways to add…

Umbrella Policy
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