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2017-2018 Tax Reference Guide

Last Updated
January 19, 2018

For Creative Planning Tax’s 2017/2018 Tax Reference Guide, follow the link below.

Click here to open.

If you have any questions or comments, you can email your Creative Planning wealth manager or Peter directly at [email protected].

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Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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Combined assets under management & advisement as of December 31, 2021