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Tax Fraud Red Flags
Tax Fraud Red Flags: Warning Signs That Could Save You Thousands Tax season is a prime time for scammers to target unsuspecting individuals, aiming to steal identities, file fake returns, and drain bank accounts—including yours. Spotting tax...
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What You Need to Have When Applying for an SBA Business Acquisition Loan
What You Need to Have When Applying for an SBA Business Acquisition Loan As a busy owner of a financial advising firm, it is a constant challenge juggling the tasks necessary to run the business with those that also help to grow the business. Applying...
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Tax Time: What’s Needed For Lending
Tax Time: What’s Needed For Lending We wanted to take some time to clarify what details you will need to provide a lender for financial analysis for your financial advisor loan. As is normal with tax topics, this is pretty dry material. But we...
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