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Optimize Your Finances: Year-End Planning Tips

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​Want to know how you can optimize your finances for 2023?

​On December 6th, 2023, Mark Cecchini and Tim Hamilton hosted a Compound Conversation about:

​📊 Why year-end planning is good financial hygiene
📈 Frameworks for accelerating income vs. deductions
🔑 Key actions to take before December 31st
💼 Annual financial housekeeping and best practices

DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.