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Ten tax-smart strategies to consider before year-end

The fourth quarter is a good time of year to review your wealth plan and tax position. An increased rate of inflation and rising interest rates make a review more important in 2022.

In this replay of our October 18, 2022 webinar, our panel of senior Wealth & Investment Management specialists at Wells Fargo Bank provided their top ten list of actionable tax-smart moves to consider before year-end.

Transcript PDF