Did you have a lower refund than expected, or did you not have one at all, and instead you paid a substantial tax bill to the IRS? You could have optimized your tax position with proactive tax planning. In today’s video, we detail the benefits of tax planning and why you should implement it for tax year 2024.

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DISCLAIMER: Tax Tips discussed here were prepared for the purpose of this video. To apply these strategies, please consult with your CPA or professional tax preparer.

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