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Posts you may be interested in

California Property Tax Proposal Perspective
Posted in Insight & Opinion
  • Managing Taxes

In California a ballot initiative could increase commercial & industrial property taxes, we outline the proposal and provide a few ways to prepare if you are potentially impacted.

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Don't Underestimate the Importance of Company Culture
Posted in Insight & Opinion
  • Economic Perspectives

One of the toughest issues facing growing firms in a fiercely competitive market is the importance of company culture.

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Meet the Wexlers. This is their WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

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How will tax reform impact you and your business?
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Managing Taxes

Washington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.

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