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Dan Costigan 12/12/25 Dan Costigan 12/12/25

When to Switch Tax Filing from Sole Prop to an S-Corp: A 3 Part Test for Business Owners

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Dan Costigan 12/9/25 Dan Costigan 12/9/25

Better Bookkeeping, Clearer Profit/Loss Statement Analysis

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Dan Costigan 11/20/25 Dan Costigan 11/20/25

How Clean Bookkeeping Unlocks Intel on Your Financial Statements

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bookkeeping, profit & loss, cost structure, tax planning Dan Costigan 11/13/25 bookkeeping, profit & loss, cost structure, tax planning Dan Costigan 11/13/25

Bedrock Bookkeeping: Your P/L

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Dan Costigan 11/11/25 Dan Costigan 11/11/25

Bedrock Bookkeeping: Benchmarking for Decision Clarity

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Dan Costigan 7/16/25 Dan Costigan 7/16/25

Songifying Your Retirement Plan Options

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Dan Costigan 5/9/25 Dan Costigan 5/9/25

The MEG of Retirement Planning Opportunities

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Dan Costigan 4/18/25 Dan Costigan 4/18/25

Sneaky Taxes: The Net Investment Income Tax

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Dan Costigan 4/11/25 Dan Costigan 4/11/25

Your Portfolio is Built for This Madness

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Dan Costigan 3/28/25 Dan Costigan 3/28/25

Rick Roth or Terri Trad?

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Dan Costigan 3/21/25 Dan Costigan 3/21/25

The Benchmark Wellness Cleanse

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Dan Costigan 3/14/25 Dan Costigan 3/14/25

The Inaugural Taxy’s

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Dan Costigan 3/7/25 Dan Costigan 3/7/25

More SALT Please!

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Dan Costigan 2/28/25 Dan Costigan 2/28/25

Breaking Up the Fog: Clearing Up 5 Tax Misconceptions

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Dan Costigan 2/20/25 Dan Costigan 2/20/25

Be the Master of Your Tax Domain During Filing Season

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Dan Costigan 2/14/25 Dan Costigan 2/14/25

My Desert Island Chart

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Dan Costigan 2/7/25 Dan Costigan 2/7/25

Every Dollar Has a Job

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Dan Costigan 1/29/25 Dan Costigan 1/29/25

A Fortress for a Complete Unknown

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Dan Costigan 1/23/25 Dan Costigan 1/23/25

Giving to LA: A Win-Win

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Dan Costigan 1/15/25 Dan Costigan 1/15/25

The Non-Negotiables: High-Interest Debt

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Email: Dan@twopalmsfinancial.com

Phone: (949) 415-3432

San Clemente, California

Two Palms Financial is a registered investment adviser registered with the State of California. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Please see Disclaimers for additional important information.

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