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August 2010 (PDF) 
Fall Classes Starting - Enroll Now

June 2010 (PDF) 
Trusts
Leverage League Winners

April 10 (PDF)
Estate Planning April 29th dinner / discussion.

January 10 (PDF) 
Classes Starting - Enroll Now!

December 09 (PDF)
Call Now For Your Tax Appointment !

September 09 Roth (PDF)
Why You Want a Roth IRA

September 09 (PDF)
Save Hundred of $$$

August 09 (PDF)
Fall Classes Starting - Enroll Now

May 09 (PDF)
New "Stimulus" Tax Breaks

February 09(PDF)
Don't Leave Your 401(k) Behind 
"Talk To Chuck"
Looking For A New Adviser?
When is an R.M.D. Not an R.M.D?
2% Can Add Up! .

January 2009 (PDF) 
How To Reduce Your Income Taxes

December 2008 (PDF)
Call Now For Your Tax Appointment!
Meet Our New Tax Manager

September, 2008 (PDF)
Will your family be able to manage your financial assets when you can't?