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."

Salient Wealth Planning

https://www.salientwealthplanning.com/

team@salientwealthplanning.com

858-768-0096

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.

Salient Wealth Planning is a registered investment advisor. Information in this message is for the intended recipient[s] only. Salient Wealth Planning often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Salient Wealth Planning makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Salient Wealth Planning are not affiliated companies.

"Acting soon could be important – you may not have the ability to seize all of these tax-saving opportunities forever."

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