On Monday September 29th, our new website went live. The purpose for our conversion was to move to a more up-to-date and dynamic platform as well as add mobile browsing capabilities. We would appreciate any feedback you have on the new website.
- The Importance of Tax-Efficient Portfolio Rebalancing
- Tax Strategies for Charitably Inclined Taxpayers
- D3 Nominated for Santa Fe Chamber of Commerce Business Award
- A Solution for Business Owners Seeking Tax-Deferral & Savings Beyond a 401k
- Benefits and Considerations of Donating to Charity Using Qualified Charitable Distributions
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