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Fall is an appropriate time to review various income tax and financial planning techniques that are available to individual and corporate taxpayers. Most tax planning transactions require analysis before being implemented so that they can be applied appropriately and consistently with the tax law. We encourage you to consult your Crowe BGK advisor before initiating any of the strategies outlined in this issue.
Please do not hesitate to contact Sam Lackman at [email protected] or Erin Lesser at [email protected] if you require additional information or clarification.