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November 2023

tax prep information

Year-End Tax Information to Review

Estate and Charitable Planning, financial tips, General Information, Retirement Planning, Tax Information /

Before the year is over, cover all your bases and review tax savings strategies to assess if it is beneficial today or in the future.  Part of planning is trying to optimize tax savings over your entire lifetime.   Below is a list of questions to ask yourself and answer before December 31st. Review Tax Withholding

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