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Kansas City Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.

Northern Virginia Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.

Baltimore Strategies Group

As we enter the last quarter of the year, it’s a good time to think about whether your business should add a retirement plan. All businesses from sole proprietors to corporations have retirement plan options. We’ll teach and discuss the options and whether you can self-direct those plans.

Northern Virginia Strategies Group – Back to Basics

This month, we’ll be discussing how Self-Directed IRAs can save you money and yield a wealth building dividend. Jack will put his CPA hat on and show you how Self-Directed IRAs could help lower your overall tax burden.

Baltimore Strategies Group – Back to Basics

This month, we’ll be discussing how Self-Directed IRAs can save you money and yield a wealth building dividend. Jack will put his CPA hat on and show you how Self-Directed IRAs could help lower your overall tax burden.

Kansas City Strategies Group

It’s time to round up 2020 with a Tax Update. There have been a myriad of individual, business and retirement plan tax law changes during the year. Come learn whether you’ve made the proper moves and whether there is anything you need to do prior to year-end to be properly positioned for 2021.

Northern Virginia Strategies Group

It’s time to round up 2020 with a Tax Update. There have been a myriad of individual, business and retirement plan tax law changes during the year. Come learn whether you’ve made the proper moves and whether there is anything you need to do prior to year-end to be properly positioned for 2021.