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See more information about helping clients with year-end tax planning

You need to protect your clients' financial interests and offer advice on how to minimize their taxable income for the year. Learn how a Microsoft Office Excel 2003 template can help you quickly forecast a client's annual federal income tax. Then learn how to use a Microsoft Office Word meeting invitation template to invite your clients to an end-of-year planning session and to inform them about their estimated taxes and the new tax laws that may affect their individual financial situation.