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2021 Business Client Year End Planning 12-02-21

Dear Business Client: With year-end approaching, it is time to start thinking about moves that may help lower your business’s taxes for this year and next. This year’s planning is more challenging than usual due to the uncertainty surrounding pending legislation that...

2021 Individual Client Year End Planning 12-02-21

Dear Valued Client: With year-end approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to the uncertainty surrounding pending legislation that could,...