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  • October 31, 2013

On October 30, 2013, Melissa Montgomery-Fitzsimmons, director of wealth planning, and Dane Winter, wealth planning advisor, shared their insight into the tax changes from the American Taxpayer Relief Act of 2012 that are going into effect in 2013. With year-end fast approaching, Melissa and Dane discussed key strategies that you should consider implementing when reviewing your taxes this year.


If you have any questions regarding the information discussed or your wealth planning strategy, please feel free to contact Melissa or Dane at 303.531.8100.