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LEAVE A LEGACY NOT A LIABILITY
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ABOUT CYPRESS STRATEGIES

At Cypress Strategies we have been providing services for over 37 years to select clientele focusing in the areas of estate preservation, business succession, executive retention, and asset management planning. Our clients include owners of closely held businesses, highly compensated professionals, and high net worth individuals. We help our clients crystallize their goals and objectives from both a personal and business perspective. Through our knowledge, experience, and unparalleled resources we play the role of “Quarterback” in the planning process. In this role we ensure that all members of the planning team work together towards the common goal of defining, refining and then implementing a sound plan.
 

In the relationships we maintain with our clients, we help business owners plan for the single, most critically important financial event of their lives--the transition out of their business!

LEARN MORE ABOUT OUR FIRM

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Describes how Roth accounts can generate tax-free retirement income.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck