Year-End Tax Planning Letter for Individual Clients
Nov 16, 2023 · 52.1 KB Download
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This client letter provides a list of key considerations that your individual clients need to factor in before the end of the year and serves as a starting point for them to contact you as their tax and financial planning adviser.
Related Resources
Year-End Tax Planning Letter for Small Business Clients
Year-End Planning Toolkit
Download the Year-End Tax Planning Letter for Individual Clients
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