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Schooley Mitchell’s Marc Schwalb on cost saving strategies, and when and how to deploy them.
Huntington Bank’s Jim Altman on wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.
Brady Ware & Company’s Matt McKinnon on Ohio’s July 2023 tax changes and their expected effects.
Blue Technologies’ John Bates on virtual receptionists and their capabilities.
CM Wealth Advisors’ Paul Bodnar on alternative private investing opportunities.
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