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New Whitepaper: Resolutions for 2019 – Tax and Wealth Planning

New Whitepaper Released - Resolutions for 2019 - Tax and Wealth Planning

You've probably already made plenty of resolutions for the New Year, but here are a few more focusing on important tax, estate, and wealth preservation matters as you navigate into the New Year. Tax and wealth planning is not a "fire and forget" process. Routine and periodic review and adjustment is almost always needed. That has never been more true than in the current environment due to current federal tax reform. Enjoy! - SLP

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