5 “Hidden” Tax-Saving Opportunities To Lock In BEFORE Dec 31, 2022

At the end of 2022, many of these opportunities – whether you take advantage or miss out on them – will be locked in for this tax year.

You may be asking yourself questions like:

  • Do I have to make less money to pay less in taxes?
  • How can I legally reduce my income tax payment?
  • Are there tax-saving opportunities I don’t know about?
  • Am I missing anything in the tax code that could benefit me specifically?
  • Is there a financial professional I trust to be a sounding board when it comes to my tax game plan?

This tax-smart, informative guide is designed for high earners just like you who want to discover if you might be leaving money on the table or in the hands of the IRS.

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New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

Massive changes introduced by recent laws have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) Not taking full...

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