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Tax Brochures — page 4

Tax Guide for Lower Taxes

Reminds clients of the importance of year-round tax planning. Brochure includes some specific tax-cutting ideas.

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Covers tax issues of interest to parents, including various tax breaks, education planning, income shifting, and estate planning.

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Gives recordkeeping requirements and a record retention schedule for both individuals and businesses.

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Covers the tax breaks in owning rental real estate, especially the benefits of tax-deferred (Section 1031) exchanges.

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Gives eleven specific suggestions on how the self-employed can cut taxes.

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