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2024 Year End Tax Planning

November 19, 2024
Rob Klein
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RMD Rules for 2024

October 30, 2024
Rob Klein
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2024 Individual Income Tax Laws

October 30, 2024
Rob Klein
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2023 Year-End Tax Planning

November 8, 2023
Rob Klein
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2023 Individual Income Tax Laws

October 24, 2023
Rob Klein
Uncategorized

Front page of a tax briefing document titled "President Signs Omnibus Bill; Including Secure 2.0 Act of 2022." The document includes highlights, inside content sections, and an image of the U.S. Capitol building at the top. Published by Wolters Kluwer on December 30, 2022.

Omnibus Bill, Secure 2.0 Act

January 9, 2023
Rob Klein
Uncategorized

An informative page titled "Tax Briefing | 2022 Year-End Tax Planning" showing strategies and techniques available through the end of the year. Includes sections on highlights, insider information, COVID-19 impact on taxes, future provisions, and legislative updates.

2022 Year-End Tax Planning

November 9, 2022
Rob Klein
Uncategorized

An informative text document titled "Inflation Reduction Act: What You Should Know" by Robert J. Klein, CPA. The document discusses the legislation's impact on healthcare and energy-related tax provisions. A small Capitol building image and Robert Klein's contact info are also included.

Inflation Reduction Act

October 28, 2022
Rob Klein
Uncategorized

An informational document from Robert J. Klein, CPA, titled "Key Numbers 2022," providing tax reference data. It includes income tax rate tables, standard deductions, alternative minimum tax (AMT), education credits and deductions, and estate planning figures.

2022 Individual Income Tax Laws

February 9, 2022
Ana Mostarac
Uncategorized

A document titled "2021 Year-End Tax Planning" by Wolters Kluwer. It includes highlights, an inside contents section, and a special report titled "Planning Strategies and Techniques Available Through End of Year," with insights on the impact of COVID-19 on taxation and planning.

2021 Year-End Tax Planning

February 9, 2022
Ana Mostarac
Uncategorized

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