2021 year-end financial planning letter
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2021 year-end financial planning letter

9 months ago · 4 min read

AICPA MEMBER

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Dear Client:

As 2021 begins to come to a close and we head into 2022, it’s a great time to think about planning ahead to consider tax strategies while staying on track to meet your personal financial planning goals.

Last year’s global pandemic continued into 2021, and we’ve witnessed uncertainties in policy and tax legislation. Although there has been some resulting volatility within the financial markets, it’s been another historic year for equities thus far.

The following checklist will help

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