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January 04, 2023

Focus Weekly Perspectives | 3 Ways to Lower Your 2022 Tax Liability

Even though 2022 is in the rearview mirror, you can still act now to lower last year’s tax liability.

During this edition of Focus Weekly Perspectives, Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.

Category

Tax Strategies

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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