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Article Date:
January 2009

Word Count:



Weekly Lunches

Periodically, I gather in a new client with whom I will have weekly meetings for 18 consecutive months on the person’s finances and investments. Often these meetings occur during a lunch for which we go “Dutch treat.” I write off the lunches but worry that I am violating the Tax Reduction Letter guideline on too many lunches with the same person or perhaps too many lunches in one year. What do you say? (E.W., Houston, Texas) ... Log in to view full article.

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