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We’ve reviewed a lot of
information concerning some of the major revisions in the new tax law. In summary, we covered many changes to tax
rates, education provisions, estate taxes, and retirement planning.
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This tax cut’s complexity
may cause confusion. We hope you will
feel confident in working with us to review your individual situation to help
you maximize these new opportunities.
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We encourage you all to plan
now to be prepared before 2002 arrives.
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Thank you for attending
today.
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I encourage you to please
see me individually if you would like to set an appointment to review your
personal situation.
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