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How to Make the Most of Your 529 Plan

529 educational savings plans allow an account holder to invest their money for a beneficiary in high-growth assets such......

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Brokerage Accounts are Trending. Here Are the Pros and Cons

The amount of investors using brokerage accounts has increased in recent years as savers look to maximize emergency funds.......

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Small Business Expansion: Options for Commercial Real Estate Loans

So you’re ready to take that big step and embark on a brick-and-mortar venture, or maybe you’re ready to......

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Year-End Tax Planning Guides

Every year we create a year-end tax planning guide for our clients and with the recent changes in tax law, this year's letters will be of particluar interest to both our business and individual clients. Click on the links below to download your free copy of this year's letter.

Bramer & Yeend - 2018 Year End Tax Letter - For Businesses
Bramer & Yeend - 2018 Year End Tax Letter - For Individuals