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  • 1400 Old Country Rd, Suite 403N, Westbury, NY
  • 236 Main St, Center Moriches, NY
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Month: November 2024

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  2. 2024
  3. November
Financial Planning is Important at Every Life Stage
27 Nov
JTS

Financial Planning is Important at Every Life Stage

When you think of financial planning, what comes to mind? While this may be a
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Why Entrepreneurs Need Strategic Tax Planning from the Beginning
20 Nov
JTS

Why Entrepreneurs Need Strategic Tax Planning from the Beginning

Are you a new small business owner? If yes, congratulations! We work with many budding
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The Important Part of Estate Planning that Most People Miss
12 Nov
JTS

The Important Part of Estate Planning that Most People Miss

When people hear the term estate planning, they usually assume that it only applies to
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Do You Qualify as a High-Net-Worth Individual?
04 Nov
JTS

Do You Qualify as a High-Net-Worth Individual?

As tax regulations become more complex, financial planning has never been more important. The greater
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Recent Posts

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JTS

What to Know Before Starting a Nonprofit

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JTS

Maintaining Your Entrepreneurial Spirit During Tough Times

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JTS

Essential Financial Terms Every Small Business Owner Should Know

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