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    Banking/Financial Services/Insurance Wealth

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    How will proposed tax legislation affect your financial plans?
    By Chris Dhanraj, Managing Principal of Investments at CLA & Adam Bourk, Senior Wealth Advisor at CLA 2020 was the year of COVID. 2021 is likely the year of taxes. President Biden’s administration has passed, or proposed, three different spending programs approaching $2 trillion each, and on
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