You might think about taxes once a year, but as financial advisors, we think about it all year round! In this episode, we share what we noticed while filing 2024 tax returns and how, in light of upcoming legislative changes, you can start your 2025 tax planning today. 

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👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation.

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