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Susan and I have been working with a planning tool that helps us review your tax situation and spot opportunities for tax savings. The technology is terrific and requires a scanned version of your most recent tax return to start the process.

For this month’s Planning Point, we have a request: please upload a copy of your 2022 tax return to one of our secure file sharing systemsShareFile or Advyzon.

After we receive your 2022 tax return, we will reach out to you to schedule some time for a tax review. Thank you in advance for providing your information!