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Traveling with you through the business of life

For more than 20 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security.

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.

HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Payment

How much would your monthly lease payment be?

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