Donald C. Reutemann CFP®, RPA, AIF®

(518) 612-1054

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

 

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Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

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You’ve made investments your whole life. Work with us to help make the most of them.

Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

 

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