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You may have small business-owning clients who are missing out on often-overlooked tax strategies. Here are four more ways some of your clients could reduce their taxes. Help them start reviewing these strategies.
Who doesn’t want lower taxes? But think twice about proposals to eliminate taxes on Social Security benefits. Our expert points out that cutting those taxes could threaten future Social Security benefits.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025