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Jason Cross is a wealth adviser at Brightworth, an Atlanta wealth management firm with $3 billion in assets under management, serving more than 1,200 families in 48 states. He works with high net worth families in investment management, retirement transition, business succession and wealth transfer planning. Jason is a Certified Financial Plannerâ„¢, Certified Trust and Financial Advisor and an active member of the Georgia Bar Association.
The clock is ticking for those still not done preparing their 2017 tax returns. To help beat it, keep these five timely tips in mind.
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