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We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.
As you prepare to file 2022 taxes and proactively plan for 2023, our tax guide can be a helpful resource. Should you consider tax-loss harvesting to offset realized gains? The tax guide can help you answer this question and others as you prep to meet with your wealth team. The guide also includes 2022 tax filing reminders and 2023 tax facts, such as capital gains tax rates.