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Malissa Marshall, CFP®, EA
- Oct 20, 2020
- 5 min
Top Tax Strategies To Make The Most of Your Charitable Gifts
Tax planning and charitable giving go hand in hand. Here are fundamental steps to maximize your giving strategy.
56 views
Malissa Marshall, CFP®, EA
- Sep 29, 2020
- 6 min
What You Need To Know About Your Corporate Equity Benefits
Corporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.
44 views
Malissa Marshall, CFP®, EA
- Aug 26, 2020
- 5 min
How Do You Build A Well-Structured, Tax Efficient Portfolio?
Your portfolio plays a significant role in your financial life. Here are three basic tenets to crafting a balanced investment portfolio.
30 views
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