Year-end planning ideas to lighten the tax burden
As year-end approaches, taxpayers may consider strategies to try to hedge the risk of higher taxes and mitigate the tax burden.
Tag: tax loss harvesting
Five planning strategies for volatile markets
Volatile markets can present certain financial planning opportunities.
Top three topics for year-end planning
Year-end tax planning is an opportune time to connect with clients and review some key topics, including IRA-required minimum distributions, tax-loss harvesting, and annual gifting strategies. 284778