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A Note to Our Community

Author: Pam Vogel, CPA and Mary Kay Gondrezick With countless connections for many decades in our beloved communities, our hearts go out to each and

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Taking Advantage of your RMD

Author: Erin Castillo Have you been asked about making qualified charitable distributions either from your CPA or from your retirement advisor? If you have and

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What the DAF?

Author: Pam Vogel, CPA Jim has one. You heard Roberta talking about one at the BBQ last week.  The Millers have one with their name

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