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What About Wealth?

What About Wealth?

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September 25th 2012:Year-End Action Plan

As year-end approaches, we will cross a tax deadline. The rules will change. . . Again. What is permitted this year, may not be allowed next. With major changes happening, an election, and a world economy in turmoil, perhaps more than ever before this year it is critical to take action before year end. What matters and what can we ignore? Year end decisions affect both our income tax exposure and our estate tax risks. Whatever else may be said about the tax rules, they are complicated and volatile. Join Rick and Rich as they sort out important year-end tax planning issues and give timely advic

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