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Why Does Autumn Bring Tax Season?

Many firms defer one of the most important times of the year until when you’re already stressed and overworked. Autumn, specifically October and November, are the best times to consider tax planning to avoid any surprises with your expenses and to ensure you’re well prepared for the upcoming tax filing season.

Matt (and Dudley!) review the best ways to stay proactive and how the DiFrancesco Virtual Family Office can help.

 

Have a question? Send us a message.

High Lift Financial

2150 Hillholm Street
Johnstown, PA 15905

Office: 814-201-5855
Toll-Free: 855- 804-3548
Fax: 855-804-3547
matt@highliftfin.com

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All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.
 
High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

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