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Checklists for Year-End Tax Planning

December 1, 2015

Download Checklists for Year-End Tax Planning

Going CPAs & Wealth Advisors

2811 South Union Opelousas, LA 70570
1700 Kaliste Saloom Rd.
Building 5 Lafayatte, LA 70508

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Investment News

May 2, 2025

New Tariffs Drive Market Volatility

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April 5, 2025

Tariff Turmoil or Economic Signal – The Makings of a Stock Market Correction

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Handling Market Volatility Video

2025 Tax Law Changes

Tax News

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Many 2017 Tax Act Changes Scheduled to Expire After 2025

Download Many 2017 Tax Act Changes Scheduled to Expire After 2025

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Traditional IRAs and Roth IRAs

Download Traditional IRAs and Roth IRAs

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