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Not Just Numbers People.

People People.

The numbers matter because of the people whose businesses and lives they affect.

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Football Team Ready To Hike Ball

Fourth Quarter Tax Planning – It’s How You Finish That Counts

The steps and strategies you take in the fourth quarter of tax season will often make or break financial outcomes for the year. We’ve detailed some very important exercises you should be prepared to execute during “crunch time” and finish strong.

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meeting room table with notebooks and coffee mug

Know the Tax Effects of Investing in Mutual Funds

Buying and selling mutual funds can be an efficient strategy for diversifying investments and continuing to build personal wealth with relatively minimal risk. But understanding how and why mutual funds are taxed can be complicated.

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Phone: (630) 953-4900
Fax: (630) 953-4905

Chicago
Monadnock Building
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Chicago, IL 60604
Phone: (630) 953-4900
Fax: (630) 953-4905

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