Tax Planning in Turbulent Times, Part 2

Tax planning is a complex topic, but the potential savings makes it worth delving into. There are a wide variety of tax planning tools available and an even wider variety of ways to put them to use in your investing and financial planning.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.

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