Client Line Newsletter November 2023

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In this month’s Client Line Newsletter, several pertinent topics are covered:

  • To help you boost your business resources — or start a new business — in 2024, you may want to consider a small-business grant instead of a loan
  • Be aware of this estate planning change regarding capital gains tax
  • Do you know what your asset allocation is?
  • The SBA is also implementing the Community Advantage SBLC license for nonprofits and mission-oriented lenders who wouldn’t otherwise qualify to be SBA lenders.

Click HERE to download and view the newsletter.

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