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Preparing heirs

Congress Throws New Tax Curves – By William E. Roberts, CLU, ChFC

May 2, 2014
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Chances are you have been inundated with e-mails, newsletters and articles on the new provisions of the American Taxpayer Relief Act of 2012 (“ATRA”) and your first reaction was likely similar to many of our clients – if Congress is selling us on a “Tax Relief Plan”… hold […]

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