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Spring 2009 Client Tax Update

Client Update Spring 2008

Client Update Summer 2008

Tax & Business Spring 2008

Tax Business Summer 2008

Tax Summary for 2008 Economic Stimulus Act

2007 Year End Client Update

Year End Planning 2007

Client Update Fall 2007

Tax & Business Update Fall 2007

Roth IRA Conversion

The IRS Real Estate Professional Status

 
Staying up to date on tax laws is time consuming. Click above to read and learn about the latest tax news and updates. This section is updated monthly. Please contact Vertical Advisors if you have any questions.

Serving clients throughout the United States and Internationally.
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  • Peter DeGregori and his team at Vertical Advisors, provided me with incredible tax strategies that significantly reduced our taxes, while complimenting our business and personal goals. Prior to seeing Vertical Advisors, we had an accountant that provided tax preparation and financial statement services, but the service was lacking tax strategy.Peter and Vertical Advisors provided that tax strategy component. We now see there is a clear advantage in having a tax strategist."
    - Afshin G. Laguna Niguel, CA.
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