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Client Letters (Updated, November 2009):


Economic Stabilization Act 2008

Year End Tax Savings Tips (2009)

2009 RMD letter

Opportunities & challenges presented by post-2009 Roth IRA rollovers

Homebuyer's Credit (2009)

This information is issued quarterly to provide you with an informative summary of current business, financial, and tax planning news and opportunities. Consult us for details and assistance in applying this general information to your specific situation.