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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

File name: year-end-tax-planning-letter-for-individual-clients.docx

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Tax

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Tax Planning
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