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Strategic Advisory Letter | Mid-Year Planning Tools for 2015

Brown Advisory

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Thu, 07/30/2015 - 16:44.

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2021 Year-End Planning Letter

Brown Advisory

2021 Year-End Planning Letter. Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. Fri, 11/05/2021 - 13:01. The end of 2021 is notable for a host of reasons.

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Client Accounting Services: A Guide for CPAs

Harness Wealth

Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Tax Planning and Compliance With any of the above components, tax planning and compliance will be a major area of need, particularly for newer businesses.

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Founders and Builders: What I Wish I Knew

Brown Advisory

Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them? Tax planning today to help keep more of what you earn in the future - Getting your financial house in order: What are best practices in preparing for an exit?

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Founders and Builders: What I Wish I Knew

Brown Advisory

Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs. Thursday, May 6, 2021. Maximizing Your Assets.

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10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future

WiserAdvisor

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance.

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Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.