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We hope you'll find the posted reports, whitepapers and reference materials on our website to be helpful resources in your personal planning. Please contact us if there's a subject of particular importance to you. We'll help you customize a strategy for your unique situation.
David & Suzanne
- Starting in 2013, high-income individuals will face additional federal tax changes because of the Patient Protection and Affordable Care Act, also known as Obamacare. Learn more about the new Medicare taxes on wages and investment income, as well as strategies to help minimize your tax burden.
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