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Here are some things to think about as you get ready to fill out tax forms.
Now that lending is tighter, it's even more important that clients make the right remodeling decisions. Help them get the most from their renovations with these tips on taxes and credit.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025