Baun & Pate Investment Group – Page 6 – Baun Pate Investment Group

Our purpose at the Baun & Pate Investment Group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.

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Please send us a message with any questions you may have.

Know Your Advisor: Advisor Report

Intergenerational Business Transfers: Where are we now?

Maximizing Your RESP: Withdraw Wisely

Naming Your Executor: Friend or Pro?

2024 Corporate Tax Reference Card

Donating Shares: A Tax-Efficient Form of Philanthropy

Financial Literacy and Children: Keep it Relatable at Every Age

Personal and Corporate Tax Integration Reference Card 2024

The New Rules for Trust Reporting: Four Unexpected Scenarios

Planning for Families Affected by Disabilities

Tax-Free First Home Savings Account

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