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Lyle K. Benson: Best year-end planning ideas

Sep 30, 2024 · 1 min read

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The phrase "May you live in interesting times" aptly describes the challenges financial planners face as they navigate their clients' complex finances. With potential changes looming over the Tax Cuts and Jobs Act (TCJA) due to the upcoming November elections, tax planning has become particularly critical. Market volatility is increasing, and a concentrated stock performance adds to the uncertainty.

Lyle K. Benson, Jr., a prominent financial planner, emphasizes the importance of understanding clients' goals deeply, as effective planning hinges on

Download the Best Planning Ideas 2024 by Lyle K. Benson, Jr.

File name: best-planning-ideas-2024-by-lyle-k-benson-jr.pdf

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