WE BELIEVE IN A HOLISTIC APPROACH, ADVISING OUR CLIENTS ON ALL ELEMENTS OF THEIR FINANCIAL WELL-BEING.

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OUR LEADERSHIP TEAM ARE CPAS WHO HELP OUR CLIENTS MAKE SMART, FULLY-INFORMED DECISIONS REGARDING THEIR FINANCIAL FUTURE

FROM OUR BLOG

Consider This When Making Your Side Work Your Main Business

Consider This When Making Your Side Work Your Main Business

One survey found that 40% of Americans have a “side hustle.” Turning that side business into your main business may have some perks, but there is a lot to consider. Georgios Liakakis, CPA, MSA shares what to consider so you can hit the ground running.

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Estate Planning Checklists for the Non-traditional Family

Estate Planning Checklists for the Non-traditional Family

Many families today don’t fit the traditional nuclear family mold. In these cases, estate planning is critically important to protect your wishes and the rights of your loved ones. Stephen Sachetta CPA, MST lays out an estate planning checklist for when you discuss with your advisors.

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What to Consider When You’re Going to Invest an Inheritance

What to Consider When You’re Going to Invest an Inheritance

You’ve grieved your loss, waited patiently through the estate administration process, and you’ve finally received the inheritance a loved one left to you. Now what?  Whether it’s closer to $50,000 or $5 million, an […]

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