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What is Tax Harvesting?
By: Jim Watson, Director of Investments & Client Experience, Trost Financial
You may have heard the term tax-loss harvesting and always …
The Five Phases of Exiting your Business
Making the decision to sell your own business is one of the most important decisions an owner can make. According …
Annuities: Saving for Retirement Income
For annuity awareness month, we wanted to help educate you on the role annuities play in a secure retirement …
Inflation and its Effect on Small Businesses
Let’s start with: What is inflation? Inflation measures the progressive price of goods and services. When the general price …
What you Need to Know about California’s State-Mandated Retirement Legislation
If you are a California business owner, you have probably heard of CalSavers, California’s state-mandated retirement savings program. …
California’s New Pass-Through Entity Tax Laws for Business Owners
The Tax Cuts and Jobs Act (TCJA) of 2017 placed a $10,000 limit on the amount of state …
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