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End of Year Details

End of Year Details

Dec 20, 2019

The last few months of the year is a great time to review your income and expenses to avoid any surprises when you file your taxes. You will want to review the following items to be sure all your personal and financial goals are in alignment.

  • Charitable donations
  • Retirement savings - 401(k), Individual Retirement Account (IRA)
  • Investments - Capital gains and losses
  • Estimated tax payments
  • Paycheck withholdings

Take taxes off your to-do list

And put them on ours—so you can get them done right and focus on far less complicated things.

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