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Home
My Journey
You Come First
Services
Financial Planning
Tax Planning
Estate Planning
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Investment Consulting
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Contact
Client Login
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bpreston
2024-06-13T02:47:48+00:00
Planning with Dynasty Trusts: Building Multigenerational Tax Shields
September 30, 2025
Financial Planning
6 min
Navigating the Net Investment Income Tax (NIIT) in a High-Yield Portfolio
September 30, 2025
Financial Planning
4 min
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How Advanced Estate Planning Techniques Can Reduce Your Tax Burden
August 13, 2025
Financial Planning
7 min
Sophisticated Investment and Asset Location Planning
August 8, 2025
Financial Planning
5 min
Social Security and Taxes: How to Reduce Your Taxable Benefits
July 2, 2025
Financial Planning
6 min
Legacy Giving: How to Make a Difference While Lowering Estate Taxes
July 2, 2025
Financial Planning
4 min
Should you choose an S-Corp, C-Corp, or LLC?
May 20, 2025
Financial Planning
4 min
How To Use Grantor Retained Annuity Trusts to Minimize Taxes
May 20, 2025
Financial Planning
6 min
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