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I was hopeful that we would be able to include the tax advice portion of the Client Presentation Tool in the packaging of our return. Don't want to give them in...
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How will I know when this issue is resolved?
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I just previewed this advice for a client that turns 72 in 2022. It gives 2 pieces of advice regarding her RMD. The first is that she turned 70 1/2 in 2021 and ...
