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Planning for year-end changes is essential despite the uncertainty
To counter the uncertainty of changes in the tax code, financial advisers need to plan for several different scenarios with their clients. They can do this by modeling different tax and policy possibilities and contacting clients earlier than usual to prepare plans. Visit aicpa.org/PFP/YearEnd for FREE resources to help you get financial plans in place for your clients now, so you are ready to trigger when there is more certainty post-election.

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