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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.

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

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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