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The Tools & Techniques of Income Tax Planning, 9th edition

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With the passage of the One Big Beautiful Bill Act in 2025, the income tax landscape has shifted—fast. Financial advisors, planners, and insurance professionals need more than headlines. You need current, reliable tools and actionable insights you can put to work immediately.

Stay ahead of the changes—and position yourself as the trusted tax planning resource your clients rely on most. This book equips you with practical strategies and step-by-step techniques to help you:

  • Guide clients confi...