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Article

Your Partner in Planning: A Year-End Strategic Check-In

Stay ahead with proactive year-end strategic planning. Discover key moments to review your goals, optimize tax decisions, and set a clear path for 2026.
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Article

Clean Energy Tax Credits Are Ending: What You Need to Know

Clean energy tax credits are set to expire. Find out what’s changing and how Sorren can help you make the most of the remaining opportunities.
Happy mature couple meeting investments and financial advisor at home. They are happy and smiling sitting in the living room discussing estate, trust, and gift planning.
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Article

Planning Strategies for Peace of Mind

A thoughtful estate plan is more than financial—it’s personal. Sorren simplifies estate, trust, and gift planning to protect your legacy and bring peace of mind.
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Article

2025 Nonprofit Benchmarking Survey

The 2025 Nonprofit Benchmarking Survey uncovers insights from 250 leaders on growth, impact, and the trends shaping the sector’s future.
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Article

Why Sorren Internships Become Lifelong Careers

Start strong in your accounting career. See how early internships open doors, build skills, and help you stand out to employers.
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News

Healthworks Joins Sorren, Expanding Healthcare Advisory and Litigation Expertise

We’re proud to announce that Healthworks, a nationally respected healthcare consulting firm, has joined Sorren.

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