Tatyana Bunich CEP.RFC — 410-908-9293 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients. This special report reviews some of the broader tax law changes along with a wide range of tax reduction …
Year-End Tax Moves for 2015
One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special report covers the details of many year-end tax strategies for 2015. Remember—every situation is different and not all strategies will be appropriate for you. …