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Lumsden McCormick Firm News

Personal Tax and Estate Planning Newsletter | April 2022

Personal Tax and Estate Planning Newsletter

April 2022

Our April Personal Tax and Estate Planning newsletter covers new federal legislation including SECURE 2.0, the new retirement act, and the 2023 proposed federal budget, plus more including selling mutual funds, vacation property rentals, fiduciary duties, and beneficiary designations.

View the April newsletter.

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