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Prepare for tax season with confidence using this guide to key deadlines, essential documents, and strategic opportunities.
As the year wraps up, it’s the perfect moment to explore tax-deferred growth, tax-advantaged investments, and charitable giving options. Don’t miss the chance to maximize deductions and credits while fine-tuning your financial strategy.
Schedule time with your advisor to assess your investments against your goals, the current tax laws, and the broader economic outlook. These discussions can highlight areas where adjustments may help set you up for success in the year ahead.
Download the year-end tax planning worksheet below to guide your planning and stay organized for the upcoming tax season.
Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
765.282.9941
White River Wealth Advisors
700 West White River Blvd | Muncie, IN 47303-3866
TF: 877.282.9941 | F: 765.282.9953
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