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    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients
    Published on July 18, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning
    Published on September 02, 2014

    Tax Issues for People Affected by Disaster

    Article People who suffer losses from natural or manmade disasters may be eligible for certain tax benefits, including the deduction for casualty losses. Find out what losses may be deducted under the complex casualty loss rules and the documentation needed to support any allowable deduction...
    Published on August 14, 2014

    Tax & Estate Planning Following the Defense of Marriage Act Decision - Audio

    Audio This podcast from Bob Keebler covers tax and estate planning following the DOMA decision
    Published on July 02, 2013

    Tax Asset Buckets

    Presentation ...web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
    Published on January 21, 2014

    Taxes. Start Your Money Plan Here - Audio

    Audio Financial planners will explain how you can use your tax return to create a comprehensive financial plan
    Published on April 22, 2013

    Tax & Estate Planning Following the Defense of Marriage Act Decision - Handout

    Presentation This podcast from Bob Keebler covers tax and estate planning following the DOMA decision
    Published on July 02, 2013

    Tax Rate Evaluator Manual - Bronze

    Tools Manual for the Bronze Edition of the Tax Rate Evaluator
    Published on May 13, 2014

    Taxes. Start Your Money Plan Here

    Presentation Financial planners will explain how you can use your tax return to create a comprehensive financial plan
    Published on April 11, 2013

    Tax Return Checklist

    Presentation Financial planners will explain how you can use your tax return to create a comprehensive financial plan
    Published on April 22, 2013

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