In the News: La Morinda Weekly - Top 5 End of Year Tax Moves


When it comes to taxes, I get a lot of questions from my clients about tax planning tips. It’s especially timely because we will be offering tax preparation services for our clients starting in spring of 2020.

My local paper, the La Morinda Weekly features my column, and I wanted to dedicate this month to helping people answer those questions. If you’re interested, I suggest you read "Lynn’s Top 5" here.

And if you have any questions about taxes or anything else about your finances and investments, please feel free to reach out to me or any other EP Wealth Advisor.


  • Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice.
  • Our services our exclusive and limited to the preparation of and filing of tax returns to clients who have engaged us for this specific. services. EP Wealth Advisors, LLC is not engaged in the practice of law or accounting. The article referenced provides opinion and tips limited to Financial Planning. Always consult with a legal or accounting professional regarding your specific situation before acting on anything referenced herein.

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