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From the firm: Finding peace and prosperity

person peacefully lounging in chair with arms folded behind head

Even with the extended tax filing deadline, mid-year planning is upon us! This is the time to take stock of how you are doing and reassess your goals for 2020—both financially and personally.

Start your mid-year assessment by scheduling a review with our team. Our experts can help you determine if changes are needed to meet your 2020 goals and work collaboratively with you to help support the financial performance of your business.

Once you have a mid-year review under your belt, it’s time to move forward with plans for the next six months of the business year. And this issue of Advantage is the perfect guide for analyzing the best entity structure and reward-based credit cards for your business.

On a personal level, taking a little time to go off the grid provides the space and quiet you need for deep reflection. Check out our choices on where to go when you need to get away from it all. On the other end of the spectrum, we also have some tips to help you grow your own veggies at home and amusement park trivia to impress your friends and family.

Here’s to a healthy and safe summer and making the most of the rest of 2020!

Your trusted advisors

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