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fax 212-727-9812

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Client Topic Videos

#1 Tax Loophole, the 401(k)

Things you don’t pay income tax on

Things your tax advisor needs to know

When should I sign up for medicare

The Turbo Tax Mistake

What is the difference in IRAs

Top 5 mistakes made by investors

Identity theft

Top 5 tax savings tips

Tax free investments

How to start saving money

Charity Deductions

Preparing a budget

Investing in a friend’s business

Home meaintenance and repair

Tax credits for home and car

Starting a small business

Simplify your financial life

Mistakes made at retirement

Saving Money for Children

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