5 Year-End Moves to Minimize Clients’ 2022 Tax Bill

Oct 24, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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Given the dreadful bond and equity markets we have experienced in 2022, it’s more important than ever to make the most of Q4 tax moves. We look at some well-known and lesser-known tax items that can bring tremendous value to your clients.

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