Wealth-Building Made Simple

Tax planning: Mid-year tax strategies


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Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr. 

 

A few ideas we discussed:

  • Converting ordinary income into investment income over time
  • Giving strategies
  • Tax loss harvesting in your investment portfolio
  • ...and more
  • Powered by ReiffMartin CPA and Stone Hill Wealth Management

    ...more
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    Wealth-Building Made SimpleBy Phillip Washington Jr.

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