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Whitepapers

Read our in-depth report and guides that address complex financial issues — vital to stakeholders. GC Wealth brings you data-driven information to help you move forward confidently with your financial decisions.

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Strategies for Forward Thinking Business Owners

June 6, 2025

Read a breakdown of today’s tax landscape in clear, approachable language—covering smart bracket management, Roth conversions, maximizing deductions and credits, and advanced strategies for business owners, investors, and retirees. Explore estate planning, charitable giving, and tax-efficient retirement income so you can keep more of what you earn. 

Tax Triage: Claim Your Wealth in 2025 and Beyond

March 18, 2025

This report highlights strategies such as managing tax brackets, leveraging Roth conversions, maximizing deductions and credits, optimizing investments and retirement withdrawals, and aligning estate and charitable planning with overall financial goals—helping individuals reduce taxes and build long-term wealth with intention rather than reaction.

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​​GC Wealth Advisors, LLC

200 W. Roseburg Ave., Suite B2, Modesto, CA 95350

209-921-GCWA (4292)  |  gcwealth.net​

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​​​​​​​​Investment advice offered through Integrated Partners, a registered investment advisor doing business as GC Wealth Advisors and its investment advisor representatives, Christopher Conner, Jason Rankin, Adam Tirapelle, and Kyle Trippel. Grimbleby Coleman Advisors & Accountants and its individual partners are solicitors to Integrated Partners and are not registered investment advisor representatives. Solicitors do not provide investment advice and are compensated solely for their referral services. Click here for copies of the firm’s ADVCRS, and solicitor disclosure statement.

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© Copyright 2024 GC Wealth Advisors, LLC. â€‹

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