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2009-2010 Tax Planning Guide

In a year of generally bad economic news, the good news is that smart tax planning can help you mitigate losses and keep more of your hard-earned income.  But to save the most, you'll need to start planning before year end--or sooner.   This tax planning guide highlights recent law changes, and provides an overview of tax breaks and planning strategies for individuals, families and business owners.  You'll find helpful information about ways to save on investments and business income, as well as tax-smart ideas for funding education, saving for retirement and transferring wealth to your heirs.  Read more