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December 2018 ClientLine Newsletter

Year End Tax Planning – consider these moves to reduce your tax bill and put more money in your pocket.

All In The Family (Part 2) – ways business owners and trusted advisors can turn family member into eventual company owners.

Client Profile – those in disaster areas get additional time to file.

And The Magic Number Is? – an overview of taking Social Security payments sooner or later.

Slicing The Inheritance Pie – life insurance as an equalizer to inheriting the business.

Questions And Answers

Short Bits

Taking Care Of Business – life insurance as an equalizer to inheriting the business.

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St. Louis, MO 63141
P: 314-205-2510

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