The 2010 Tax Planning Conundrum

Sep 13, 2010 / By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
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With fall approaching, it is time to talk to your clients about tax planning for 2010. There are significant tax savings opportunities for clients who can control the timing of either a large income item or an itemized deduction. The problem is determining which tax year will result in the greatest benefit.

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