Tax strategies are evolving, and staying ahead can make a meaningful difference in how much of your wealth you keep. As a managing partner and chief tax strategist at Carson Wealth, I am dedicated to helping clients uncover smarter ways to potentially minimize liabilities and maximize long-term opportunity, even as laws and market conditions continue to shift.
In a recent interview with ThinkAdvisor, I shared the importance of proactive, year-round planning to navigate an increasingly complex tax landscape.
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