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newsletter
April 2025 – Tax-Free Income Opportunities
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March 2025 – BOI REPORTING UPDATE
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March 2025 – HEALTH SAVINGS ACCOUNTS (HSAs)
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March 2025 – EXCITING NEWS AND UPCOMING EVENT
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February 2025 – BOI REPORTING – MARCH DEADLINE SUSPENDED, PENALTIES & FINES PAUSED
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February 2025 – BOI Reporting Injunction Lifted
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February 2025 – Inherited IRA – Required Minimum Distributions (RMDS)
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February 2025 – WELCOMING NEW SHAREHOLDER
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January 2025 – REMINDER – Form W-9
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January 2025 – ATTENTION: Fort Collins Rental Property Owners
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