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Mark Allen, CEO
Our approach to client relationships is what has made Minis & Company a trusted wealth management and investment partner throughout the years. In this difficult market environment, our current clients and new clients seek our advice for building investment strategies and portfolios that meet their unique financial needs.

— Mark Allen, CEO

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What are the tax advantages of gifting?

You may enjoy significant income tax and estate tax savings with a properly structured gifting program. To understand the tax advantages of making lifetime gifts, you must understand what constitutes a gift and how it is taxed.

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