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P-Tax Planning

The Time to Act is Now For Incredible Tax Planning Opportunities

October 1, 2010
What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift ...
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Converting a Regular IRA to a Roth IRA

February 1, 2010
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows you ...
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Wills and Estate Planning in Alpharetta, Roswell, and Atlanta metro.

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5755 North Point Pkwy., Suite 17 | Alpharetta, GA 30022 | (678) 720-0750

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