While the holiday season is ideally a time for family and friends, it is also the best time to review tax strategies for the coming year. Given the complexity of these tax considerations, it’s important to work with a trusted financial advisor or planner to best understand each approach and its implications. It’s also important to understand the economic climate's effect on taxes, especially the impact of inflation. What do investors need to know as they plan for the coming year?
Click HERE to read the full article by Corey Briggs, Director of Wealth Planning at the Briggs Group.