Advice, Preparation . . . Results™

Highlights of Our Last Three Blogs Featured in the Florida Times-Union

Florida Times-Union Editorial Page Editor Mike Clark thought enough of Mark’s 2014 individual tax return analysis to feature it recently as the “Lead Letter” to the editor.

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Frequently Asked Questions

Q.

What if I have estate, gifting or asset protection concerns?

A.

Before making a serious and perhaps irreversible decision about shifting assets to other individuals, trustees, guardians or planning the transfer of your estate, consult a qualified professional about how to...

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