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The economy is turning a corner, vaccinations are widespread, organizations are reopening, and Bartlett’s Jason Katz, CPA, CFP®, CEPA believes that...
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Business owners are certainly facing challenging times as they navigate a global pandemic while trying to ensure their business remains financially stable....
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Owners of a family business know it’s almost impossible to separate the family from the business. At Bartlett, we offer strategic wealth management...
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Owning a business can be exhilarating and fulfilling, but it is not without its challenges. In addition to working hard to grow the business each day,...
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Whether you’re thinking of selling a business soon or in the distant future, you should plan ahead for such a major financial move. You could be ready...
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