Year-End Tax Planning Made Easy

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Navigating Retirement Podcast:
Are you worried about losing the potential benefits of popular tax-planning strategies?
If you're a high net-worth senior, then you're probably already aware that Congress has been debating several big bills that contain tax changes. Many popular tax-planning strategies may go by the wayside.
If Congress goes ahead with its plans to overhaul popular tax-planning strategies, what's a high net-worth senior worried about taxes to do?
Watch this short video for year-end tips about ways to reduce your tax bill in the new year, regardless of what Congress does.
Coastal Financial Planning Group can help you plan strategically, so you can avoid any nasty tax surprises in the new year.
Let's chat for 15 minutes. If that works, I'm available at (843) 735-5065 or remote video, whichever works for you.

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