Dynamic Advisor Site Podcast
Dynamic Advisor Site Podcast
Dynamic Funds
Year End Tax Planning 2021
53 minutes Posted Nov 18, 2021 at 7:00 pm.
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As the global economic crisis slowly subsides, there are new challenges for investors: inflation, new tax provisions, labor market and demographic change. All are major trends, requiring advisors to take a new approach to tax planning as 2021 rounds to a close.