2017 Year End Income Tax Planning

Both the House and Senate have passed versions of the tax bill. While nothing is set in stone, Candace Varner, Director of Tax, offers guidance on tax moves to consider: Click here to open. If you have any questions or comments, you can email your Creative Planning...

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Peter Mallouk

President & CEO, Creative Planning

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