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The December 31st deadline is approaching, and many of the most valuable tax-saving strategies will disappear with it. In this episode, Dawn Dahlby, CFP®, BFA™, shares the essential year-end tax moves she recommends to her high-income female clients — from maximizing contributions and strategic Roth conversions to tax-loss harvesting, charitable strategies, and business deductions.
If you’re an executive, business owner, or high-earning woman who wants to reduce taxes, protect income, and build long-term wealth, this episode gives you the expert guidance you need before the year ends.
👉 Book your complimentary Year-End Tax Strategy Call here https://relevefinancialgroup.com/complimentary-financial-assessment/
By Dawn Dahlby, CFP®, BFAThe December 31st deadline is approaching, and many of the most valuable tax-saving strategies will disappear with it. In this episode, Dawn Dahlby, CFP®, BFA™, shares the essential year-end tax moves she recommends to her high-income female clients — from maximizing contributions and strategic Roth conversions to tax-loss harvesting, charitable strategies, and business deductions.
If you’re an executive, business owner, or high-earning woman who wants to reduce taxes, protect income, and build long-term wealth, this episode gives you the expert guidance you need before the year ends.
👉 Book your complimentary Year-End Tax Strategy Call here https://relevefinancialgroup.com/complimentary-financial-assessment/