10 Tax Planning Tips Your CPA Might Have Missed

CPAs and the on-line preparation programs you might use specialize in tax preparing — not tax planning. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades, not just hope to do better than last year.

From your personal healthcare and retirement plans to working within changes to the tax code, you'll find tax planning opportunities that are easy to miss, but could save you thousands.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

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