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Business, 21.06.2020 01:57 jghdvine

An investment adviser representative is preparing a comprehensive investment plan for a customer. After completing the plan, the representative finds out that, unless precautions are taken, implementation of the plan could have severe tax consequences for the client. The first step that the investment adviser representative should take is to:

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An investment adviser representative is preparing a comprehensive investment plan for a customer. Af...
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