Tax and Financial Planning Tips: Welcoming a New Child
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Tax and Financial Planning Tips: Welcoming a New Child

3 months ago · 5.7 MB Download

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When your clients are expecting to welcome a new child into their lives, you have an opportunity to start tax and financial planning conversations to help them evaluate the tax consequences of this major life event. Showcase your tax expertise by navigating your clients through various tax considerations such as the tax credits available, childcare costs, life insurance and other planning matters.

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File name: tax-and-financial-planning-tips-welcoming-a-new-child.pdf

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