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Tax Planners

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Your Profession is changing... Are you keeping up?

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Don't attract "more" clients... Attract "Mega" clients!

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Change doesn't happen by accident.

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Change doesn't happen alone.

 

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Business Owners

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Are you a "successful" business owner?

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Are you interested in keeping more of what you've earned for your family?

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Create a plan that maximizes your family's financial outcome.

 

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MALONE INTEGRATION GROUP

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Delivering DRAMATICALLY MORE VALUE to Business Owners!

The accounting profession is under more pressure to change than ever before in history. While lower-end financial reporting is quickly becoming commoditized by algorithmic software and discount chains, many tax professionals are needing to become the most trusted business adviser for their best clients. However, most tax practices are ill-equipped for such a potentially expensive task. Meanwhile, many regional firms think they are adding value simply by establishing an asset management component (another burdensome & commoditized service) to their firm.

The Malone Integration Group brings together arguably the most experienced & tested specialists from across the nation to deliver comprehensive institutional planning strategies for the tax professional. M.I.G. streamlines the planning and implementation of advanced strategies to deliver dramatically more value to business owners.

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck