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December 2025
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January 2026
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Description
During this personalized tax strategy session, we’ll identify opportunities to reduce both current and future tax liabilities through proactive planning. Our discussion will include a detailed review of income, deductions, credits, and contribution opportunities for retirement and health savings accounts (HSA). We may also explore entity selection considerations, charitable giving strategies such as donor-advised funds, and year-end tax optimization ideas based on your income projections