A post-election checklist for year-end tax talks with clients

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Nov 7, 2024 - 05:00
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A post-election checklist for year-end tax talks with clients
With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.