Taxes are one of your largest lifetime expenses, but most people think about them after it’s too late to make a difference. In Episode 19 of Greenstream, we break down the difference between tax preparation (filling out your tax return) and tax planning (proactively shaping your outcomes). You’ll learn about:

• How to identify opportunities before year-end that may disappear in January
• Why financial advisors and CPAs play complimentary roles in tax strategy
• Why reducing the tax drag of your investment portfolio is an integral part of tax planning

Uncovering Opportunities in the New Tax Law "One Big Beautiful Bill Act" Webinar

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