With the year end approaching, this month’s “Timely Topic” reminds you and your clients of the (sometimes substantial) tax benefits associated with owning a home, as well as some of the key topics that they should be sure to discuss with their tax advisor. If you’d like to discuss the particulars or incorporate this material into your own marketing material, don’t hesitate to reach out. The Timely Topic series is specifically intended to support you and your client-facing communication – sharing strategies, highlighting opportunities, offering key talking points, and providing thoughtful content for your reading (and sharing) pleasure.

Published December 12, 2023

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