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Year-End Planning

Leo Maheras | Nov 30, 2023

Year-end Tax Planning for High-Net-Worth Individuals

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning

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Leo Maheras is a registered representative with, and securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Please note Maheras Wealth Management, Inc. and LPL do not provide legal or tax advice.

The LPL Financial representative associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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