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FA Whitepapers

April 2019    

Take Advantage of the Tax-time Touchpoint.
Show your clients how you can help them keep more of what they make in 2019.

 

Help demonstrate value your clients can see.
Show your clients your understanding of the Tax Cuts and Jobs Act of 2017 and how you can help save them money in 2019 and beyond.

Download your Tax-time Toolkit. It can help to simplify the new Form 1040 and provide actionable steps you can take right away to help manage your clients’ ongoing tax needs.