Category
February 1 2021 | Wealth Management

After a volatile year for markets, it's time for a free portfolio review

We cannot eliminate portfolio volatility, but we ​can use strategies to significantly minimize its impact.

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January 29 2021 | COVID-19 , Tax

Five new tax changes that may affect your 2020 return

From first-time homebuyers to digital subscription tax credits, see what's new this year.

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January 29 2021 | Tax

Providing care for a family member? Learn more about the Caregiver Credit

If you have a family member with an impairment who is dependent on you, you may be eligible.

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January 28 2021 | Firm News

We are excited to announce our newest Partner, Andrea Harper

Andrea's considerable tax expertise is a remarkable asset to both our clients, and our firm.

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January 25 2021 | COVID-19 , Tax , Wealth Management

What to expect on your taxes if you received the CERB or CRB

Find our more about how each benefit might affect your taxes differently.

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December 18 2020 | Firm News

The Angel Tree campaign ends soon

If you are interested in donating a toy, the last day to do so is Monday, December 21.

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December 17 2020 | Firm News

CONGRATULATIONS to our successful CFE writers

Please take a moment to join us in congratulating all of our team members who were successful in writing their recent CFE exam.

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