December 28, 2022
Buckingham Weekly Perspectives | 3 Tax Tips for 2022
While the year may almost be over, what you do NOW may still impact your finances in 2023.
In this episode of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.
Category
Tax StrategiesContent Topics
About the Author
Jeffrey Levine
Chief Planning Officer
Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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