2019 Tax Deductions and Credits

Update on Tax Reform

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Conclusion

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Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

One Response

  1. Tax

    My recommendation is to have a good relationship with a few tax professionals. We are constantly hitting a moving target as it relates to tax planning! Always build in flexibility and agility across product types and account types.

    JOE

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