Tax Moves Advisors Should Be Making Before Year’s End

By Jeff Stimpson, Financial Advisor Magazine

September 27, 2021 – Mallon FitzPatrick shares his top tax moves high-income earners should be making before year’s end a recent Financial Advisor Magazine piece. Mallon “advises an outright gift to heirs or finding an irrevocable trust” as ways to reduce income for tax purposes. Read more here: https://bit.ly/3otMBD