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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
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- alternative contact in lacerte
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alternative contact in lacerte
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alternative contact in lacerte
alternative contact in lacerte
Submitted by cdganycpa on 07-27-2023 08:39 AMConsider adding input lines for alternative contact information such as a son or daughter for an elderly client. Or possibly financial advisory or attorney.
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