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Advanced planning: Timely topics

Welcome to Timely Topics. Here you’ll find timely planning tips that provide you with the latest information on topics that are of interest to affluent and high income individuals.

This Timely Topics provides insights into how to more effectively manage your income tax exposure in light of recent legislation in Washington.

It features Robert Keebler, a partner of Keebler and Associates, LLP, and John Kim, Chief Investment Officer of New York Life Insurance Company.