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The Tools & Techniques of Income Tax Planning, 8th Edition
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With the passage of the SECURE Act in late 2019 and the SECURE Act 2.0 of 2022, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques.
Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to:
- Help your clients successfully navigate the latest income tax rules and regulations;
- Quickly simplify the tax aspects of complex planning strateg...
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