Your Life Simplified

End of Year Tax Checklist

September 29, 2022

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in order going into the new year.

Tax Guide 2022

Tax Guide: Your Resource for Year-Round Tax-Efficient Investing

Year-round planning with an advisor could help improve your overall wealth plan. Find out more by downloading our tax guide.

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