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.
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