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2018 Year-End Planning Guide: Steps to take now

White Paper Published By: Wells Fargo
Wells Fargo
Published:  Oct 19, 2018
Type:  White Paper
Length:  15 pages

With the effects of 2017's Tax Cuts and Jobs Act (TCJA) beginning to be felt, we are likely to see extensive planning impacts this year. Before you make any changes, we recommend meeting with your wealth planner and your tax and legal advisors to discuss the strategies in this guide.



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