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Third Quarter 2008
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In This Issue
• Need objective business advice? An advisory board can provide it
• Figure taxes into the equation when buying or selling a business
• Countdown to new estate planning benefit: Convert traditional IRAs to Roth IRAs regardless of income - in 2010
• Healthy businesses require healthy cash flows

Archives

Second Quarter 2008
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In This Issue
• Get an early start on succession planning
• Windfall strategy: Planning for higher income years
• How to stop bank deposit fraud
• Watch out for fringe benefit misclassification
• A financial team delivers

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