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  • Trends to Watch in the Current Tax Season

    Tax season is upon us, and as the team at Nelson Financial Planning begins to examine tax returns, we’re noticing a few trends, including lighter amounts owed, lower refunds for families, and the proliferation of tax forms.

    Continue reading “Trends to Watch in the Current Tax Season”

    - April 7, 2023

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Formerly Nelson Investment Planning Services (NIPS)

Nelson Financial Planning Inc. offers securities through Nelson Ivest Brokerage Services Inc., a member of FINRA and SIPC.

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407.629.6477

Additional information about FINRA membership may be obtained at www.finra.org or calling 301-590-6500

Additional information about SIPC membership may be obtained at www.sipc.org or calling 202-371-8300

  • Nelson Financial Planning
    407.629.6477
    Local Financial Planning Service in the Orlando Area
    423 Country Club Drive, Winter Park, FL 32789
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