5 year-end tax moves to make for clients now
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Year-end Tax Planning

As the end of the year approaches, we look at strategies and tactics advisors are using to maximize tax benefits for their clients.

Don't miss your opportunity to make positive tax changes for clients before the year is over.  

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5 year-end tax moves to make for clients now

More tax savings means happier clients and potentially wealthier financial advisors.

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Year-end tax strategies acquire a twist

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

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