Steps to Take Before You File Your Taxes This Year
With tax season officially upon us, make sure to keep these tips in mind when filing.
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Build Value Today, Exit on Your Terms: Marigny deMauriac Earns Certified Exit Planning Advisor™ Designation to Help Business Owners Succeed
Marigny deMauriac, a trusted Certified Financial Planner™ and founder of deMAURIAC, is proud to announce her latest professional achievement: earning the Certified Exit Planning Advisor (CEPA™) designation
Don’t Miss Out! Essential Year-End Deadlines for Maximum Tax Savings
Discover the must-know year-end financial deadlines that can help you maximize tax savings and boost your wealth strategy. From Roth conversions to charitable giving, this guide breaks down key actions to take by December 31st to reduce taxes and make smart financial moves. Don’t leave money on the table—start planning now!
Year-End Tax Planning Checklist
As the year-end approaches, it’s essential to proactively optimize tax strategies. Use this comprehensive checklist to ensure you are well-positioned to maximize tax savings and improve your financial health as this year comes to a close.
Why Retirement Planning Is Different for Business Owners
How retirement planning for business owners differs from retirement planning for employees.
Retirement Planning for Freelancers
Tips and information about retirement planning for freelancers, including the different plan options and helping freelancers save for retirement.