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- Taxes
- All
- Business Owners
- Charitable Planning
- Client Experience
- College Planning
- Estate Planning
- Executive Compensation
- Financial Planning
- Firm Updates
- In The News
- Investment Management
- Investments & Market Updates
- Retirement Planning
- Security & Privacy
- Taxes
In The News
Seven Tips to Avoid Fraud Schemes
Rob Siegmann gives advice on avoiding fraud schemes in the Cincinnati Business Courier.
Taxes
2013 Obamacare Taxes for High Income Earners
As described in the highly acclaimed book, The Quiet Millionaire, one of the seven major obstacles to financial ...
Taxes
American Taxpayer Relief Act of 2012 – Last Minute Tax Law Changes
As in typical government fashion our legislative bodies waited to the last minute of the last hour to ...
Business Owners
When to Exit? The Quiet Millionaire® Business Owner’s Biggest Dilemma
There are only a few certainties in life: death, taxes, and the one thing few successful business owners ...
Business Owners
Six Costly Mistakes That Business Owners Make When Exiting Their Business
The wealth of many boomers is tied up in businesses they own, and this can be a problem ...
