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Tax Planning and the Affluent Investor
Pub. Type: 
Your Price: $49.95
For the affluent, tax planning is an enduring process, not something done once a year. Their needs are unique in the tax world and need to be addressed as an ongoing, ever-changing challenge. Despite the importance of tax planning, many affluent remain ignorant about the laws and practices that could help them the most. Here are some recommendations for financial institutions that can combine financial planning and tax planning services to best serve their clients.
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