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Secure 2.0 Act of 2022: A Ten-Year Guide to Tax Planning


Name Email Purchase Date Certificate Date Actions Access
Peter Catalano pcatalano99@gmail.com 12/26/2024 12/26/2024
Elliot Heumier billing@linkinwateraccounting.com 12/5/2024 1/1/2025
Joseph Rinando jrinando71@gmail.com 10/31/2024 12/9/2024
Jack Rose yankee2009jack@gmail.com 10/30/2024 10/30/2024
KYLE Currier kyle@gorhamcpa.com 9/29/2024 9/30/2024
Andrew Kubik agkubik@gmail.com 9/26/2024 9/27/2024
Tyler Heinold theinold@dmhcpapc.com 8/5/2024 9/12/2024
Mary Larsen mlarsen643@gmail.com 6/20/2024 6/25/2024
francis frost francisfrost56@gmail.com 5/24/2024 5/26/2024
Mary Jo Marron mmarron@cooperhaims.com 5/14/2024 6/21/2024
Lauren Klosterhoff lkloster@cpeincmail.com 1/14/2024 1/14/2024