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Financial Information, Money Matters: Tax Planning for the 2012 Tax Year and Beyond


Daniel D. Olson, CFA, CFP offers tips for preparing your 2012 federal and state tax returns.  Learn how you can take advantage of money saving incentives built into the tax code. Bring a copy of your federal and state tax return to follow along. Topics covered  include: retirement, education, children and healthcare.  Learn how to simplify the process of making a will.

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