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Plan your future, Live your passion, Find your CORE
301 E. Vanderbilt Way, Suite 230
San Bernardino, CA 92408
Mailing Address:
P.O. Box 10697 San Bernardino, CA 92423-0697
Phone:
(909)382-4545 (888)410-7900
Fax:
(909)382-4563
E-mail:
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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