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Kelly Rangel, CPA

Kelly Rangel, CPA

Tax Partner

   

Kelly Rangel, CPA

Tax Partner

   

Secure Your Wealth: Navigating the Lifetime Exemption Sunsetting

Secure Your Wealth: Navigating the Lifetime Exemption Sunsetting

Tax Planning for 2025: Preparing for the Sunset of the TCJA

Tax Planning for 2025: Preparing for the Sunset of the TCJA

What to Know About the Upcoming Sunset for Lifetime Exemptions

What to Know About the Upcoming Sunset for Lifetime Exemptions

How To Structure A Family Office For Maximum Tax Advantages

How To Structure A Family Office For Maximum Tax Advantages

The Evolution of Family Office Accounting
The Evolution of Family Office Accounting

The Evolution of Family Office Accounting

Why Create a Family Office

Why Create a Family Office

What Has Been Contributing to the Rising Costs for Family Offices?

What Has Been Contributing to the Rising Costs for Family Offices?

Estates: Late Portability Relief - Extended to Five Years
Estates: Late Portability Relief – Extended to Five Years

Estates: Late Portability Relief – Extended to Five Years

Kelly Rangel Joins as Tax Partner and Family Office Practice Leader

Kelly Rangel Joins as Tax Partner and Family Office Practice Leader

Family Office Services Brochure

Family Office Services Brochure

Trust and Estate Planning Brochure

Trust and Estate Planning Brochure

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