About UsPodell Financial Group’s is committed to finding unique tax-strategies for business owners and the self-employed and specializes in creating tailor-made plans for each of our clients. We bring together specialists and resources to build a plan for successful companies using tax-advantaged designs to maximize deductions. Working with our clients’ tax advisers, we have been able to position each of them with an enhanced financial position and increased control of their company's profits. Podell Financial Group has been at the forefront of leveraging new tax and financial strategies on behalf of qualified clients and is constantly looking for new ways to improve our clients financial outlook. |
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.