By Jim Joseph, CFP® As 2024 approaches, many of our clients are asking about year-end tax planning. While tax efficiency is important, at FSA we believe it’s just one piece
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With the 2022 extended tax filing deadline (October 16, 2023) come and gone, we thought it would be a good time to review a handful of tax tips before 2023
The tax deadline is April 18, 2023. There are some actions that can be done in the next calendar year, but most actions are to be completed before December 31.