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Let’s focus on favorite end of year planning strategies. Those high-value, high-relevancy tips that keep more money in your pocket. Many have heard that tax advisors are planners before the end of year and become historians at the beginning of the new one. So, what are those key things we need to do before yearend when many become unavailable with the ringing in of the new year?  After all, no one wants to pay a cent more than they legally owe in taxes.

After This Session, You Will Know How To:

  • Identify key opportunities for potential tax savings that could relate to you
  • Understand where to go for more information/analysis, if needed
  • Identify potential gaps and opportunities within your planning