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D.A. Davidson: The Ultimate Chart for Tax Season

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Having information at your fingertips when you need it is imperative for good customer service. Each year our thought leaders provide a comprehensive chart, allowing our advisors to have information regarding the current and future year’s tax code. Of course, we all know that as an advisor you should not offer your client tax advice — that is best left to tax professionals — however, knowing and understanding those changes yourself can help you plan for your clients and assist them with their upcoming visit to their tax advisor.

Download Tax Chart

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