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    businesswoman analyzing financial charts on clipboard with calculator and laptop, highlighting capital gains tax strategies

    FEATURED INSIGHT

    Strategies for Managing Capital Gains Taxes on Large Portfolios

    Capital gains taxes affect investment decisions, charitable giving,...

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    From the Sideline to Retirement: Financial Transition Planning for Coaches
    From the Sideline to Retirement: Financial Transition Planning for Coaches

    EP Wealth Vice President, Advisor, Zach Pidgeon, CFP®, EA, draws on his background in college...

    Financial Planning for College and Professional Coaches: What You Need to Know
    Financial Planning for College and Professional Coaches: What You Need to Know

    EP Wealth Vice President, Advisor, Zach Pidgeon, CFP®, EA draws on his experience inside college...

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