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Certainty of taxes matched by certainty of tax policy for now
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Overview
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The current tax policy landscape is relatively quiet, with a focus on tax planning strategies. Advisors are recommending charitable donations, Roth conversions, and tax-loss harvesting. The upcoming expiration of certain tax breaks in 2025 will impact the tax code.
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How might the Federal Reserve's decision on interest rates affect taxable assets?
What are the potential consequences of the upcoming expiration of tax breaks?
What other factors should be considered in tax planning strategies?
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