The importance of taxes

Taxes are very important in financial planning.  We are happy to provide the following sources.  Please note that we are not advisors relative to either tax or legal issues.  We share our understanding of laws solely to help your client determine whether tax or other legal issues might be significant to a decision.  If such issues are significant, your client should rely on the advice of a tax or legal professional.  We would be happy to participate in such a discussion.

Browse our collection of Tax Related documents below or choose a more general document from the list below. 

The following internet sources are more general:

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