Key Financial and Tax Planning Numbers
Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, November 19th, 2014
We have updated our popular 2017-2018 Key Numbers piece can be used to get a head start on reviewing your planning for the new year, or as a good reminder to contact your tax and financial planning team. The attached summary lists planning numbers in the areas of: Income Tax Planning (Rates, Deductions, Credits, etc.)
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