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Year-End Financial Planning: Smart Moves Before Next Year
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Webinar: Tax Reduction Strategies & Why Timing Matters
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.