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5612315966info@perry-cpa.com
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November 2023

28Nov
BusinessInvesting

Maximizing Your Wealth: Understanding Capital Gains Tax & Strategic Investment Opportunities

As we approach the end of 2023, it’s crucial to address a significant aspect of your financial strategy: capital gains tax. At Perry CPA and Coastal Way Financial, we believe …

Read More About Maximizing Your Wealth: Understanding Capital Gains Tax & Strategic Investment Opportunities
20Nov
BusinessFinance

Getting To Know Financial Expert Andrew Kleinman of Coastal Way Financial

Certain professions may seem like they are unattainable or require a secret path to reach a certain level. Financial Management and Investment management are definitely a fewof those professions. Although, …

Read More About Getting To Know Financial Expert Andrew Kleinman of Coastal Way Financial
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