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Year – End Tax Planning

by Margaret Smith, CPA | Nov 29, 2022 | Tax & Financial Planning

With five weeks left, in what has been a roller coaster of a year for financial markets, deadlines are quickly approaching to implement strategies for 2022 to reduce your income tax liability. Further, the market has also presented new opportunities to structure portfolios for tax-efficiency as we head into 2023. Click here to read where we have outlined a few planning thoughts.

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