Are your portfolio and business tax efficient?
Are you ready to plan, not just prepare, this tax season?

10 Tax Planning Tips Your CPA Might Have Missed
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(thread)
1. Invest in a Health Savings Account
2. Set Up a Retirement Plan
3. Factor in Section 199A
4. State Your Location
5. Lock in on Asset Location, Location, Location
6. Roth and Roll
7. Matters of Estate Planning
8. Invest in Opportunity Zones
9. Diversifying Taxes Through Life Insurance
10. Check Your Business Entity Structure
Have questions or concerns about the information....
Please reach out to the Mitlin team:
☎️ 1.844.4.Mitlin ext 112
📧 [email protected]

You can download the #free guide on tax planning to learn more about each tip: https://mitlin.us/10Missed 
10 Tax Planning Tips Your CPA Might Have Missed

Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed.

https://mitlin.us/10Missed
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