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An Eventful Week In Wealth Management

An Eventful Week In Wealth Management


A confluence of events are colliding to produce the most pivotal period in years for issues affecting your wealth.


The most sweeping revision to the U.S. Tax Code in three decades lurched toward passage, requiring urgent attention to tax cutting opportunities open only until December 31st, 2017.

Here’s a “Top 10” list of tips and tricky situations.

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