Ep 80: Year End Tax Opportunities You Should Take Care of NOW

Don't be like the rest of the crowd and wait until late December to make your tax moves. This year in particular there are some strategies you can employ to save extra money, but you're way better off digging into it now compared to only a few weeks before we turn the calendar to 2023. So check out all the great tax details Brian has in store for you on this episode and then make sure to take advantage of that special offer we talked about a few episodes ago by getting your own Tax Snapshot Session. Go to www.livingworth.com and click "book a call" to set up your visit.

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The creation and results of this report do not constitute legal or tax advice. You should consult with an attorney or an accountant for advice in those areas. The recommendations provided are not guarantees of investment performance or the full attainment of your goal. The results of this report are based on assumptions for, among other things, historical investment performance, client savings rates, average inflation rates and estimated tax rates. This report is not an official document and cannot be used as verification of your financial situation for tax preparation, loan applications, or any other purpose.

Any underestimations or overestimations of data entered by you could drastically change the recommendations made by your financial professional. It is important to update your financial information frequently.

Investment Advisory Services through Main Street Financial Solutions, LLC.


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