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Report: Year End Tax Moves for 2018

In Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

YEAR END TAX MOVES for 2018 One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. On December 22, 2017, President …