Know Your Tax Preparer
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Know Your Tax Preparer

The holidays are behind us and you know what that means. It’s tax season. Do you know who your tax preparer will be? You may want to lock yours in early because…

Passing the Whole Baton
blog

Passing the Whole Baton

For the past few years, nonprofit organizations and churches have been hearing about the upcoming generational wealth transfer. Estimates range anywhere from $60 to $90 trillion dollars that will be…