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Planning

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Recommended reading & our podcast

Breaking the Tax Code:

America's Leading Tax Professionals Reveal Proven Strategies to Legally Minimize Your Taxes and Keep More of What You Earn. Learn more during your next consultation.

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The Grow Your Business and Grow Your Wealth Podcast

The Grow Your Business and Grow Your Wealth Podcast with Gary Heldt is the go-to place to help plan for your future. Whether you’re a business owner looking to maximize your tax profit, a parent planning for college, or an individual looking to improve your life, Gary is the expert for you.

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ebook

In the Loop

Your magazine of
personal finance

From the firm: A new reality is here

Read more about From the firm: A new reality is here>

Saving for college? Get the 411 on 529s

Read more about Saving for college? Get the 411 on 529s>

Developing a niche strategy for your business

Read more about Developing a niche strategy for your business>
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