Proactive Year-End Tax Planning for 2023 and Beyond

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component to helping our clients benefit from potential tax reduction strategies.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Leonard & Martens, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Proactive Year-End Tax Planning for 2023 and Beyond

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