5 Year-End Moves to Minimize Clients’ 2022 Tax Bill
Oct 24, 2022
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By Debra Taylor, CPA/PFS, JD, CDFA
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.