Brad Kay

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Why Tax Planning Now Will Set You Up for Success in 2025January 22, 2025
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Year-End Tax Planning: Take Control of Your Tax Obligation NowNovember 25, 2024
What are Capital Assets and Capital Gains Taxes?October 31, 2024
What is the Section 1031 Exchange?September 26, 2024

The Roth of the Rich: Is it Time to Retire Your Retirement Account?

Brad Kay

Aug 26, 2024

Retirement and estate planning are crucial, but are you putting yourself and your family at […]
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