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Tax Planning Guide

Our year-end tax planning guide below is designed to inform our clients of new and existing laws that may be relevant to your business and family. To download a copy of our planning guide, please click the link below. As always, please make sure to consult your tax advisor regarding your specific tax situation prior to implementing any specific strategy. Feel free to reach out with any questions that you may have at (804) 285-5700 or email us at


2020 – 2021 Tax Planning Guide

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