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For many people, tax planning consists of a February visit to their accountant and a discussion of what they should have done last December. At NCA, our planners consider year-round tax planning ideas. Since we meet with our clients on a regular basis, we often take the opportunity of a fall meeting to address methods and strategies for year-end tax planning. We attempt to optimize for our clients the timing of either income or deductions and to highlight any changes in the tax law that might affect the coming year.
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