Client Memo

Form 1099 Filing Requirements:
What you need to know
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Past Articles

The 2016 Year-end Tax Planning Letter Includes the Following Topics:

  • Create a tax plan to reduce your 2016 tax bill
  • Proposed rules make estate planning an important part of your year-end review
  • Keep up with affordable care act information reporting
  • Wrap up tax benefits for year-end charitable gifts

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