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Financial guidance for busy professionals and business owners
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Tax and estate planning update

5/16/2022

 
To our friends who are tax and estate planning professionals:

By now, you’ve read/heard of the horrific news that the IRS destroyed an estimated 30 million paper-filed information returns in March 2021 due to the backlog. Here is a set of a few other articles that I hope you find interesting and helpful to your practice. 
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Leave your business by design

5/5/2022

 
Cultivant was spotlighted at Kenmore Business Alliance this morning, thanks to Bothell-Kenmore Chamber of Commerce. Hoon, our co-founder, spoke on the importance of planning ahead for business owners so they can leave their businesses by design rather than by default.
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Tax and estate planning update

2/7/2022

 
To our friends who are tax and estate planning professionals, I hope you're off to a great start in 2022.

Well, 2022 tax season is upon us, so I thought I'd share a few (hopefully) relevant and timely tax-related articles. 
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These hidden tax traps in your IRA require careful planning

6/23/2021

 
Some people, because of the wealth they have accumulated, won’t have to rely on their retirement plan savings for retirement income. As a result, they often want to leave all or most their IRA (or 401(k) and other retirement plan assets) accounts to their heirs.
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When it come to money, be sure to listen to your heart

2/24/2021

 
​According to one study, 70% of rich families lose their wealth by the second generation. Worse, by the end of the third generation, nine out of ten of these families are no longer wealthy.
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    • Deliverables
    • Differences
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  • Services
    • Financial Planning
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    • Insurance Solutions
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  • Contact
  • Blog