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Tax Planning

 

Seminar Overview

  • Tax planning vs. Tax preparation.
  • Formula for determining one’s tax liability.
  • Current tax law changes.
  • Most common tax mistakes made by most people.
  • The impact of taxes on: investments qualified plan distributions.

Tax Planning Slideshow

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SOFA Seminars Contact

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Samuel Fry
Director Seminar Coordination
(800) 689-4851 x 110
sfry@sofausa.org

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