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Sample Issue Of The Kitces Report – Understanding the New Cost Basis Reporting Rules

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Sample Issue of The Kitces Report
December 2011 - Understanding the New Cost Basis Reporting Rules

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You’ve started the planning process—but how do you actually start the planning process?

Every advisor approaches discovery a little differently, some jump straight into collecting data or identifying goals, like vacation homes or grandkids education. But beginning intentionally with deep discovery builds trust and commitment from the start.

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