10 Year-End Tax Moves Every High Earner Should Make
Catherine Valega Catherine Valega

10 Year-End Tax Moves Every High Earner Should Make

Year-End Tax Planning Strategies for High Earners and High-Net-Worth Families. Key year-end financial and tax strategies high earners should consider before December 31, 2025 — including retirement contributions, Roth conversions, charitable giving, RMDs, tax-loss harvesting, and more.

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What the 2024 Tax Season Revealed About Wealth Strategy for High-Net-Worth Individuals
tax planning, wealth management, gifting strategy, long-term care, wealth and tax management strategy Catherine Valega tax planning, wealth management, gifting strategy, long-term care, wealth and tax management strategy Catherine Valega

What the 2024 Tax Season Revealed About Wealth Strategy for High-Net-Worth Individuals

Are you unknowingly overpaying in taxes? As an Enrolled Agent and financial planner, I’m breaking down what this tax season taught me about preserving wealth, optimizing giving, and protecting your legacy — insights every high-net-worth household should know.

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