Newsletter Archive SEARCH The Wealth Advisor Fall 2021 NOVEMBER 1, 2021 Read More Q3 2021 Market Review Newsletter OCTOBER 21, 2021 Read More Q3 2021 Market Review Newsletter (Private Investments) OCTOBER 21, 2021 Read More The Wealth Advisor Summer 2021 SEPTEMBER 10, 2021 Read More Q2 2021 Market Review Newsletter JULY 23, 2021 Read More Q2 2021 Market Review Newsletter (Private Investments) JULY 23, 2021 Read More PREVIOUS PAGE NEXT PAGE 1 of 8 Traphagen Investment Advisors, LLC (an affiliate of TFG) is a Registered Investment Advisor registered with the SEC and offers securities through Fidelity and Schwab, members FINRA & SIPC. Terms & Conditions Powered by Twenty Over Ten

Consumer Products Group INDIVIDUAL SERVICES PROFESSIONAL SERVICES CONSUMER PRODUCTS GROUP MANUFACTURING & DISTRIBUTION CONSTRUCTION & REAL ESTATE PEER REVIEW The consumer products group encompasses many sectors impacted by new technology that requires extensive knowledge. Our experienced professionals, including a CITP, can assist you in navigating this complex and dynamic landscape. Clients include: Public Relations Media and Advertising Agencies Restaurants Retailers Technology Franchises Services include: Assurance Audit of annual financial statements Review and compilation of financial statements Audits of 401K pension plans Tax Services Tax planning strategies Tax return preparation Multi-state and local tax issues Sales and use tax planning Nexus tax planning Estate planning and structure Advisory Revenue and recognition issues Transfer pricing issues Systems implementation Benchmarking industry analysis Royalty compliance Mergers and acquisition due diligence Profit improvement strategies Franchise reporting requirements Gross profit analysis Bank and equipment financing assistance Traphagen Investment Advisors, LLC (an affiliate of TFG) is a Registered Investment Advisor registered with the SEC and offers securities through Fidelity and Schwab, members FINRA & SIPC. Terms & Conditions Powered by Twenty Over Ten