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Altfest Insights - Tax Reduction Strategies

March 31, 2022 10:04 AM | Anonymous

Financial Advisor, Jessica Nelson, CPA, CFP®, on March 23, 2022, shared top tax reduction strategies for clients as we approach tax season. As many people think about their tax situation in March, one of Altfest Personal Wealth Management’s top tax experts share strategies related to tax efficient portfolio management, tax retirement savings strategies, and tax deductions that could work for you.

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