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With a draft bill from the House Ways and Means Committee on the table, all signs suggest that higher income taxes could be right around the corner. How they’ll affect charitable giving remains to be seen.
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Securities and Exchange Commission Chairman Gary Gensler said his agency will determine when digital engagement practices used by online platforms cross the line into investment advice.
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“Equity Investing” Presentation by Michael Albee for the Fall 2021 workshop series
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2021: ASK First Form filled out by Michael Demoratz
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2021: Michael Demoratz – One page biography
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“Medical Care Planning” Presentation by Michael Demoratz for the Fall 2021 workshop series
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2021: ASK First Form filled out by Scott Rojas
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2021: ASK First Form filled out by Mike Verity
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“Retirement Account Planning” Presentation by Michael Simon for the fall 2021 workshop series
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“The Secrets Your Advisors Never Tell You” Presentation by Lindsey N. Jacobs for the fall 2021 workshop series
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