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10 smart year-end tax moves
The following tips may help clients minimize their liability.
Help clients get a jump on tax season
To prepare for questions — and their own filings — planners should note these tips.
Tax strategy scan
Are you ready for the 2019 tax season? Tax Strategy Scan
Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.