Our tax system is complicated. It is full of thresholds and cliffs that can cost you if you aren’t aware of them. Whether you are deciding on a Roth Conversion amount, taking Capital Gains, or exercising stock options – it is important to be doing tax planning to understand the full impact of those decisions.

Tax planning is a crucial component of your financial planning and can help you avoid big mistakes.

And yes, I need a haircut!

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