Tax Services Checklist: What Every High-Net Worth Client Should Know

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Smart tax planning now can help you reduce the taxes you’ll owe on your investment gains, and other types of income as well. Seeking advice throughout the year, especially when you are considering a large investment or negotiating a new business deal, is an integral part of financial planning. Additionally, tax efficient investing is an important driver of portfolio return and can put a cap on certain types of expenses.

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