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Book Review: “The Money Kings” by Daniel Schulman

Review By: Myra Salzer I picked up this book out of curiosity. Maybe by reading it, I would glean from it why the banking industry was always associated with Jews. I also thought I might learn a little about my Jewish background since I was raised in a completely non-secular environment. Of course, I heard […]

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Tax-Related Identity Theft & Inheritors of Significant Wealth

Identity theft is a global, rapidly growing crime, with the United States ranked just behind India in the number of identity theft victims. According to the National Council on Identity Theft Protection, a private company dedicated to the education and prevention of identity theft and fraud, experts believe that every 22 seconds, a new case […]

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Safeguard Your Child’s Financial Future with a Protected Consumer Freeze

Minors under 18 typically do not have credit reports. That means they present a blank slate for fraudsters who can apply for credit and take out loans in their name. Minors with significant wealth are prime targets for identity theft, and inheritances can make minors targets for various types of fraud. A security freeze is […]

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Unveiling the Colorado Homeless Contribution Income Tax Credit: A Beacon of Support for Change

We want all our Colorado-based clients to know about this State tax credit.  Remember, a credit reduces your tax, dollar for dollar, regardless of whether you itemize or not. Enacted through Colorado House Bill 2022 – 1083, the Colorado Homeless Contribution Income Tax Credit stands as a powerful initiative to address homelessness within the state. […]

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Ethical Wills

Having a written will that is well-crafted by a trusted attorney may not be at the forefront of your mind, especially if you are a relatively young individual with inherited wealth. Many inheritors shy away from what can seem like a daunting task given the complexity of their wealth. The topic is often unpleasant to […]

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