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The Upside of Down Markets: Understanding Tax Loss Harvesting
This article delves into the intricacies of tax loss harvesting, its advantages, and the rules that govern its application
Brian Rellihan, CFP®, EA, MBA
Aug 25, 20233 min read
21 views
Understanding Tax Services: Individual Tax Return Preparation vs. Tax Planning
Tax planning as it's an integral part of comprehensive financial planning.
Brian Rellihan, CFP®, EA, MBA
Aug 13, 20233 min read
26 views
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