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The starting point of a financial planners development of a tax plan for a client is a.A comprehensive assessment of the clients household characteristics b.Development
The starting point of a financial planners development of a tax plan for a client is
a.A comprehensive assessment of the clients household characteristics | ||
b.Development of a tax goal | ||
c.Analysis of the past two years tax returns | ||
d.Education of the client about taxes and their relative importance in financial planning |
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