With the New Year around the corner, we begin our dive into the Teaching Tax Flow color-coded diagnoses. In this episode specifically, we discuss a Red Diagnosis, which commonly pairs with a year-end tax strategy for someone currently or projecting to be, in a higher marginal tax rate (MTR) of 25% and above.
Remember, this is perfect for an IMMEDIATE one-time tax deduction.
Listen in and be ready to execute. We will be covering the other diagnoses (Green, Purple, and Gold) over the next few weeks.
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