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A&I Lunch and Learn
Life and Taxes: A Look into 2023
Learn about how to read your 1040 tax return for opportunities to talk about with your financial planner. You may be able to save taxes! At least you might understand your tax return a little better than you did before the meeting!

Topics include:

-Taking note of life events
-Key Lines on the 1040
-What to keep an eye on in 2023
-Planning for uncertainty

Mar 16, 2023 11:30 AM in Mountain Time (US and Canada)

A&I Wealth Management
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