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Boris Kaplan Putrich GroupBoris Kaplan Putrich Group
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  • Raymond James Financial
    320 Park Ave., 14th Floor New York, NY 10022 D: 610.293.7291 F: 833.515.6538
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  • Raymond James Financial
    92 Lancaster Ave., Suite 205 Devon, PA 19333
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Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
Read
2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Business Ownership
Read
Be a Cultural Chameleon
2/3/2019
Adapting your style to that of other cultures is smart business.
Business Ownership
Start
Cash Flow Calculator
Having adequate cash flow is essential to keep your business runn...
Personal Finance
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Boris Kaplan Putrich GroupBoris Kaplan Putrich Group
  • 320 Park Ave., 14th Floor New York, NY 10022
  • 92 Lancaster Ave., Suite 205 Devon, PA 19333
  • D: 610.293.7291
  • F: 833.515.6538
  • Map & Directions
  • Map & Directions
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