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.

There is only one side of the market and it is not the bull side or the bear side, but the right side.

– Jesse Livermore

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