Category: Tax Planning Letters
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Year-end tax and financial planning letter for small businesses
Dear Valued Client, As we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss steps to reduce taxes and help you save for your future. With the current political climate, there has been minimal tax legislation. Looking to the future, the potential for change is on…
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Year-end tax and financial planning letter for individuals
Dear Valued Client, As we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss steps to reduce taxes and help you save for your future. With the current political climate, there has been minimal tax legislation. Looking to the future, the potential for change is on…