Periscope Newsletter & Blog

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Putting More Minds to Work

Greetings! ,

One of the duties of our investment team is to conduct on-site due diligence meetings with various investment companies. Last week, two of us visited New York City to investigate one of these companies and to complete other business as well.

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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Go Paperless 

Addressing Global Concerns on an individualized basis