Discover 5 Tax-Saving Strategies Worth Reviewing Before You File

New Rules Under the One Big Beautiful Bill Act Could Affect Your Tax Picture

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Inside this no-cost guide, you'll discover:

  • Five categories of opportunities high earners should review before filing
  • How the One Big Beautiful Bill Act created new deductions, extended limits, and expanded tax breaks you may qualify for
  • Strategies to help you maximize tax-advantaged accounts and retirement savings
  • Ways to identify and bundle deductions for greater impact
  • Ways to spot opportunities you might not have thought about for this tax year
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It's important to make sure you're using the strategies available before filing deadlines close the window.

Robert Sorge, MBA, CEPA®, AIF®, CRPC®, CPFA®

Clearview Investment Partners, LLC

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Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

This material was prepared by Snappy Kraken and does not necessarily represent the views of the presenting party, nor their affiliates.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Clearview Investment Partners, LLC are separate entities from LPL Financial.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.
 
CRPC conferred by College for Financial Planning.