Kari Derkachenko’s Post

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Senior Investment Advisor at Wellington-Altus Private Wealth CFP®, RRC®

Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings. Our team breaks down a few strategies to consider before the new year: https://bit.ly/4g7Yw1H

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