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Client Report Tax Strategy Difference
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Client Report Tax Strategy Difference
Client Report Tax Strategy Difference
Submitted by jakedavis a week agoThe Tax plan report, year over year page currently show the difference between the 2024 before and after strategy. However, the figure it reports as Strategy tax savings doesn't match the difference between before and after tax strategy.
Would like a way to view the actual difference in tax, or to change what figure it reports as the total Strategy tax savings.
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