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Join date: Nov 30, 2020
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HOLA! Glad you are here!
Posts (122)
Aug 18, 2025 ∙ 1 min
Why I’m Retiring CQ Consulting Services: A Note on Alignment and the Next Chapter
After more than a decade of supporting individuals and families with financial strategy, tax planning, and legacy design, I’ve made the...
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Nov 12, 2024 ∙ 2 min
Don’t Get Caught Off Guard: Essential BOI Compliance Tips to Avoid Hefty Penalties
In today’s regulatory landscape, staying on top of Beneficial Ownership Information (BOI) regulations is essential for businesses looking...
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Oct 4, 2024 ∙ 3 min
Roth Conversions and Charitable Giving For a Double Win
At CQ Consulting Services, we take pride in being financial strategists who think creatively and embrace unconventional approaches,...
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