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Demonstrate your value by helping your clients position themselves for a strong 2025. Here are 10 tax-planning ideas that can get you started—and save your clients taxes in the long run.
The year 2025 is certain to bring some changes. With this month’s client letter, help your clients get ahead of the game by reviewing tax provisions that may affect their financial situations.
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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