2021 Tax Year in Review Presentation for Clients
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2021 Tax Year in Review Presentation for Clients

10 months ago · 24.7 MB Download

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So many things have tax consequences that we often don’t think about until it’s too late — changing jobs, having children, planning for retirement, exercising stock options, receiving a promotion with a nice raise, opting into an employer-provided retirement plan like a 401(k) plan, transitioning parents into long-term care — and many more.

Use this presentation as a touchpoint with your clients to update them on various tax law changes and year-end reminders and encourage them to talk with you

Download the 2021 Tax Year in Review Presentation for Clients

File name: 2021-tax-year-in-review-presentation-for-clients.pptx

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