Liam Noonan's blog

Don't Wait for Tax Season: What to Ask Your CPA Before Year-End

By the time April rolls around, your best tax planning opportunities have already closed. The moves that matter most all share one thing: they need to happen before December 31. Here's what we encourage clients to bring to their CPA now.

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Learn how to take losses quickly and cleanly. Don’t expect to be right all the time. If you have made a mistake, cut your losses as quickly as possible.

– Bernard Baruch

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