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Year-End Tax Planning in 2020

Posted on December 7, 2020
Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan.  Click Here to Watch the Webinar
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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