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Tax Income Reports

2023 Year-End
Tax Planning Guides

With rising interest rates, inflation and continuing market volatility, tax planning is as essential
as ever for taxpayers looking to manage cash flow while paying the least amount of taxes
possible over time. As we approach year end, now is the time for individuals, business owners
and family offices to review their 2023
 and 2024 tax situations and identify opportunities for
reducing, deferring or accelerating their tax obligations.

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