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Important-Numbers-2024 (1) (pdf)

What-Documents-Do-I-Need-To-Keep-On-File-2024 (pdf)

New Client Data Gathering Checklist (pdf)

What-Issues-Should-I-Consider-Before-And-After-The-TCJA-Sunset-Provision-Occurs-2024 (pdf)

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What-Issues-Should-I-Consider-When-Creating-My-Estate-Plan-2024 (pdf)

What-Issues-Should-I-Consider-When-Harvesting-Capital-Losses-2024 (pdf)

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What-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2024 (pdf)

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What-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2024 (pdf)

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Can-I-Avoid-Taking-My-RMD-After-Reaching-My-Required-Beginning-Date-RBD-2024 (pdf)

Can-I-Do-A-Backdoor-Roth-IRA-Contribution-2024 (pdf)

Can-I-Make-A-529-To-Roth-Transfer-2024 (pdf)

Do-I-Need-To-Start-Making-Estimated-Federal-Income-Tax-Payments-2024 (pdf)

Important-Dates-2024 (pdf)

Important-Milestones-2024 (pdf)

Is-My-Rental-Property-Tax-Deductible-2024 (pdf)

Should-I-Inherit-My-Deceased-Spouse8217s-Traditional-IRA-2024 (pdf)

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Will-I-Be-Enrolled-Automatically-In-Medicare-2024 (pdf)

Will-I-Receive-A-Step-Up-In-Basis-For-The-Appreciated-Property-I-Inherited-2024 (pdf)