2024 Year-End Tax Planning Guide for Individuals

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What tax planning strategies can individuals employ to help unlock savings, mitigate risks, and optimize outcomes in an evolving tax landscape?

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 the end of the year, now is the time for individuals, business owners, and family offices to review their 2024 and 2025 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations. 

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