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Posted on November 19, 2018 by Ken

Video: Year-End Tax Planning Strategies

Here are just a few of the more basic strategies. Contact me to learn more about these or if you had a specific objective that was being addressed by one of the strategies in the video as there are many others.

 

 

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CategoriesFinancial Planning, Taxes Tagscharitable gifts, family gifts, highly appreciated stock, ira, Qualified Charitable Distribution, SEP IRA, SIMPLE IRA, Tax Loss Harvesting, tax planning

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