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Tax Prep Checklist Thumbnail

Tax Prep Checklist

Whether you have been organizing your tax-related documents as you acquire them throughout the year, or you are in the midst of last-minute preparation, Advocate has provided an easy Tax Prep Checklist for your convenience: Tax Prep Checklist.pdf

Securities America and it's representatives do not provide tax advice; therefore, it is important to coordinate with your tax advisor regarding your specific situation.

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