7 Questions to Help Clients Manage Their Tax Bill Before Year-End

Sep 21, 2015 / By Debra Taylor, CPA/PFS, JD, CDFA
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Given the complicated tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you pinpoint problem areas and gain a better understanding of the services and investments your clients need.

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