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2024 Tax Planning Guide

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This guide will explore how tax filing may look different this tax year and what you can do to prepare. Remember that this guide is for informational purposes only and is not a replacement for real-life advice, so consult your tax, legal, and accounting professionals before modifying your strategy.

Dinner Seminar – Valparaiso, IN

October 29th or 30th at Pesto’s 

Simplify your life with a wealth & tax team that connects you to what matters most.

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