by Randy Luebke | Jan 11, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2021 Key Financial Data Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan...
by Randy Luebke | Jan 8, 2021 | 2-Asset Protection, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Savvy Cybersecurity Quick Reference Guide 2021 A scorecard to measure your cybersecurity levels, a checklist for actions to take to boost your security, and a “My Action Plan” so you’ll know the next steps to take to immediately...
by Randy Luebke | Jan 8, 2021 | 2-Asset Protection, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Savvy Cybersecurity Business Protection Checklist 2021 Use the following topics and questions to guide a cybersecurity discussion with your security professionals and management team. The goal is to share information, identify problems and strengths,...
by Randy Luebke | Dec 7, 2020 | Blog Posts, CPA/Tax Provider, Newsletter
IRS Key Contact Information and Helpful Links Here’s a handy resource for you. On this one-page desktop reference PDF, you will find a plethora of Key IRS Contact Information and Helpful Links. With a click of your mouse, you can download this PDF to your...
by Randy Luebke | Oct 19, 2020 | Blog Posts, CPA/Tax Provider
10 Ways To Protect A Small Business from Hackers As a small business owner, you have a lot on your plate, but you need to start educating yourself on another issue threatening businesses. Identity thieves have branched out. They’re not just after individuals...
by Randy Luebke | Aug 11, 2020 | Blog Posts, CPA/Tax Provider
Key College Funding Data – What You Need to Know About Paying for College The Key College Funding Data guide offers a roadmap to affording college. This reference guide provides a checklist to help clients through the college admissions process from visiting...
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