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Founding Members

Joseph Watson
We have dedicated this page to our dear friend and former colleague, Joe Watson.

Gary Rooth
We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.
Recent Updates
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September 04, 2025

9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.