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Top three topics for year-end planning,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Four year-end planning ideas,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Even the famous make estate-planning mistakes,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Don’t let the Medicare payroll tax surprise your clients,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Debt ceiling resolved, for now,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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DOMA ruling means new benefits for same-sex couples,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Top 4 questions about the continuing resolution debate,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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What clients need to know about the health-care law,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Three reasons why 529 plans remain popular,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Connect with non-profits with a 529 scholarship account,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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