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Tax Planning

Tax Sensitive Investing
Review Realized and Unrealized Gains
Review Cost Basis
Tax Loss Harvesting
Potential Roth Conversions
Tax Return Review

Investing involves risk, including the possible loss of a principal investment. Investment decisions made by Bennett Associates Wealth Management may result in a profit or a loss. Bennett Associates will act solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.

Form CRS | Form ADV Part2A | Wrap Brochure

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