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Tax time is good time to clean fiscal house
Records review leads to financial planning
Found in: The Times-Picayune
04-04-2004
Richard Tanner is quoted in the Sunday, April 4,2004 edition of The Times-Picayune, Money News Section:
"Ninety percent of the financial planning we see is driven by death and taxes," said Richard Tanner, president of Ownership Advisors Inc. in Independence, Ohio. "The whole goal is: Can we find a positive way to spin this?"
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