2015 Tax Surprises

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This episode, our guest Larry Fortenberry discusses the significant tax changes with Obamacare, what your clients can compare on their tax returns from last year, and what opportunities for planning and strategizing they should consider with the new tax rules. Larry is a CPA, CLU, ChFC, Life and Qualifying member of MDRT with Court and Top of the Table Qualifications, Excalibur Knight of the MDRT Foundation, and past President of NAIFA-Mississippi.

 

 


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