Button Up Buttercup

November 28, 2023

The end of 2023 is fast approaching. Many of our clients meet with us in November to ensure they're doing all they can to manage taxes and position themselves for 2024. If you're a planning client, you already know this, so things are probably well in hand. If you're only a reader of my missives, you might be missing something. I figured, in the generous spirit of the season, I'd share with you a few things to think about.  Click HERE for more info.