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Where to begin when planning for clients’ 2015 taxes

Start with investments, but don't forget the overall impact on portfolios and financial plans. (Plus: The Spotlight on Tax and Estate Planning special report)

There are tax-loss harvesting, charitable giving, exemptions and deductions, and required minimum deductions to think about. But when beginning to plan for clients' 2015 taxes, the place to start is the investment strategy.

“Do the portfolio review first to see what changes you want to mak

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