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Tax planning discussions spurred on by last year's attempt to raise taxes

Last year’s attempt to raise taxes on wealthy has stoked tax planning discussions between advisers and clients about strategies this season. ....

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Planning for the uncertainty around tax changes

Many advisers are telling clients to wait until the smoke clears on Capitol Hill before making major tax planning decisions. ....

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Tax proposals inside the Build Back Better Act

Advisers will be keeping their eyes on Washington, as the tax reform ground could shift again as lawmakers take up the Build Back Better bill. ....

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