Category: Retirement Classes

5 Year-End Tax Planning Moves You Should Look At Now

5 Year-End Tax Planning Moves You Should Look At Now

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Published: August 29, 2019

Our next online retirement planning class, 5 Year-End Tax Planning Moves You Should Look At Now, will be Thursday, October 17, 2019. About the Class We’re not going to lie to you. Year-end tax planning requires an investment of time. You come up with an estimate of everything you think will show up on your tax return. And you use that estimate to uncover tax savings ideas that will work for you.    Here’s the secret – you have to do the work before year-end. We’ll be covering the 5 year-end tax planning moves below, what they are, how they work, and how to