Everyone expects to work on their taxes between February and April each year, and many believe simply using an accountant for tax preparation can save them the most money. But if you aren’t using the rest of the year to work with a financial advisor for tax planning, you’re missing out on significant opportunities to reduce your tax burden. Hear from Dan Machnik, Mike Dempsey and Russ Dempsey on the importance of ongoing, year-round tax planning in our latest video.
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