Proactive Tax Planning Strategies for Year-End and Beyond

Personal Wealth Strategies webinar series - December 2024
Join Justin Rice and David Bailin of Personal Wealth Strategies for an engaging and actionable webinar designed to help you optimize your finances before the year closes.
💡 What You'll Learn:
Smart Year-End Tax Moves: Discover effective strategies like Roth conversions and tax-loss harvesting to reduce your tax liability.
Prepare for 2025: Stay ahead of upcoming tax changes, Medicare updates, and retirement contribution enhancements.
Hidden Savings Opportunities: Learn about often-overlooked deductions like home office expenses and state and local tax (SALT) workarounds.
📌 Don’t let the year end without taking advantage of these powerful financial strategies.
Watch the full webinar and take control of your financial future today!
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You can learn more about our firm at:
www.personalwealthstrategies.com
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