Our monthly newsletter, the Greenleaf Guide, is sent to our investment management clients. Each newsletter provides financial-planning insights and investment updates.

 

Recent Newsletter Archive 

Greenleaf Guide, March 2022

Smart Actions for New Parents, How Long to Keep Past Tax Returns, and Donation-Worthy Organizations in Ukraine.

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Greenleaf Guide, February 2022
Assessing the Impact of Russia's Assault on Ukraine. Also, Tax Rules for Gifts.

Greenleaf Guide, January 2022
Greenleaf Guide, September 2021

Tips for Problem-Free Tax Filing; Qualifying for the Home Office Deduction.

Newsletters are for clients and prospective clients only. 
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