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Category: Tax Planning

BlackRock/Tax Planning

Manage the Impact of Taxes in a Personalized and Differentiated Way

December 7, 2022 Dana DAuria

With eyes focused on year-end tax moves, more advisors are considering the importance of tax optimization and a personalized approach.

Financial Planning/MoneyGuide/Tax Planning

What Biden’s Tax Agenda Could Mean for Your Clients’ Financial Plans

April 29, 2021April 29, 2021 envwealthsolutions

President Biden released a proposal this week that would raise the top capital gains rate for millionaire investors...

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