August 2025

5 Year-End Tax Planning Opportunities

Submitted by IC360® Investment Capital on August 4th, 2025

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

Investment Strategy: Where You Are Now vs. Where You're Headed

Submitted by IC360® Investment Capital on August 4th, 2025

From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them decide if they’re effectively using all their resources.

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August 2025

Contact Us

Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.