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Main Street Financial LLC
Charlie Benway is president of Main Street Financial LLC, a fee-only investment advisory and financial planning firm in Mount Kisco, NY. Benway is a CPA and Certified Financial Planner™ who takes a goals-based approach to managing investments in a fiduciary capacity. He has been advising clients on tax and financial matters since 1988.
A newly designed Form 1098 gives the IRS more information, so be prepared to defend your deduction.
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