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Strategic Wealth Transfer-Exploring GRATs and SLATs
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Strategic Wealth Transfer-Exploring GRATs and SLATs

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Leveraging Gifting Strategies to Maximize QSBS Benefits
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Leveraging Gifting Strategies to Maximize QSBS Benefits

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Unlocking the Potential of Qualified Small Business Stock (QSBS)
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Unlocking the Potential of Qualified Small Business Stock (QSBS)

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Charitable Planning-Maximizing Income Tax Benefits With DAFs and CRTs
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Charitable Planning-Maximizing Income Tax Benefits With DAFs and CRTs

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Understanding the Personal Exemption-Maximizing the Lifetime Estate and Gift Credit Before 2025
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Understanding the Personal Exemption-Maximizing the Lifetime Estate and Gift Credit Before 2025

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Expert Guidance for Your Business Sale and Future Financial Planning
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Expert Guidance for Your Business Sale and Future Financial Planning

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Maximize Your Legacy: Navigating the Golden Era of Tax-Free Wealth Transfer
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Maximize Your Legacy: Navigating the Golden Era of Tax-Free Wealth Transfer

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Estate and Gift Tax and The Personal Exemption
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Estate and Gift Tax and The Personal Exemption

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Exit Planning
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

Exit Planning

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QSBS
Fletcher Riddle 12/30/25 Fletcher Riddle 12/30/25

QSBS

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900 E. Hamilton, Suite 100, Campbell, CA 95008.

Phone: 737.228.1465


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