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2019 – 2020 Tax Planning Guide

December 9, 2019

With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their 2018 income tax returns. To save the most, you need to be familiar with the changes and how you may need to adjust your tax planning strategies.

Our complimentary 2019-2020 Tax Guide is designed to help you do that.

The guide includes tax planning strategies for investors, business owners, individuals and families, as well as education, retirement, estate planning and other tax saving opportunities. The on-line guide will be updated regularly to reflect any changes that are made in tax law on the federal level. For more information, click here

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