Tax Reporting vs. Tax Planning: Which One Wins The Race?

Tax Planning

Consider This Program with Joe Clark, CFP and Aaron Rheaume.
In this segment we will cover:

Tax reporting is what we are all doing right now.

Tax planning is what you did before the end of the year. Reporting tells the IRS the tax story of last year. Tax planning prepares the story for you to find maximum tax efficiency.

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Joseph Clark, CFP®

Managing Partner

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