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February Client Update Newsletter
Now that tax documents have started arriving in your inbox and mailbox, it's easy to
set them off to the side to worry about later. There may be some benefit, however, to
filing your tax return as soon as you can. In this month's newsletter, read about several
reasons why you should consider filing your return early.
Tax Planning Insights
Tax season is upon us and now is the time to get organized. Plus with late breaking law
changes in Congress, the landscape of retirement plan contributions and distributions just
changed. So take a minute to review suggestions and tips to get organized for your annual
tax return filing and review the recently changed retirement plan rules.