TIME-SENSITIVE for Investors With $250K+

Discover 5 Strategies You Can Use Now to Lower Your Taxes…Before Dec 31, 2024

Scheduled Tax Increases Could Mean an End to Some of These Strategies

Inside this FREE guide, you'll discover:

  • The costly "domino effect" that can result from tax law changes (and what to do)
  • Specific tax-saving opportunities to consider BEFORE income tax rates increase
  • The Dec. 31 tax "bunching" strategy used by many high income earners
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"Acting soon could be important – you may not have the ability to seize all of these tax-saving opportunities forever."

Oakwell Private Wealth Management

Oakwell Private Wealth Management

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https://oakwellpwm.com

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service@oakwellpwm.com

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(800) 556-2593

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.

Oakwell Private Wealth Management is a Registered Investment Advisor. Registration does not imply a certain degree of knowledge or expertise. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional or attorney before implementing any strategy or recommendation discussed herein. Oakwell Private Wealth Management is not a CPA Firm.

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TIME-SENSITIVE

5 Potential Savings Opportunities Before Dec 31, 2024

FREE GUIDE

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5 Strategies You Can Use Now to Lower Your Taxes…Before Dec 31, 2024

FREE GUIDE

We never spam. By clicking this button, you consent to be contacted by Oakwell Private Wealth Management by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.