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Integrated Wealth Management

Planning Newsletter - Oct 2018

Year-End Tax Planning If you have not already completed your year-end tax planning, now is the perfect time to do so. Don’t wait until December when the holiday rush kicks in and you and your advisors have less time to devote to this very important task.

  • Year-end tax planning could save you thousands of dollars in taxes.

  • Automating the execution of your financial planning and investment decisions will assure their implementation.

  • Every business and family needs up to date and accurate books and records.

  • Use technology to automate tracking of your assets, liabilities, income and expenses.