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There are advantages to planning ahead, including the peace of mind that comes from knowing that you are prepared for your financial future. In its 20th year, this extensive Deloitte paper provides information on how to review current personal tax and wealth-planning situations and plan ahead for a wide array of contingencies. It includes an overview of the current tax environment and recent regulatory changes, general financial planning tips to consider before year-end and a calendar of key dates.
- Format: PDF
- Size: 816.9 KB