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Home
My Journey
You Come First
Services
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Investment Consulting
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Resources
Financial Planning Blog
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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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
How to Use Portability to Preserve Your Estate Tax Exemption
April 16, 2025
Financial Planning
5 min
The Difference Between Tax Deferral and Tax Savings
April 2, 2025
Financial Planning
5 min
Harvesting Tax Losses: A Strategy to Offset Gains and Manage Taxes
March 24, 2025
Financial Planning
4 min
How Proposed Estate Tax Law Changes Could Impact Your Plan
March 10, 2025
Financial Planning
5 min
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