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      presentation by Principal

      Creative Planning for Taxes and Distributions

      Jul 12, 2022

      Summary: Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals. 

      Agenda: 

      1. Regulatory refresh
      2. Multiple sources of income
      3. managing the tax impact 
      4. Case example
      5. Business opportunities
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