10 Tax Tips to Take Advantage of By Year-End

During a recent online event, BNY Mellon tax experts highlighted multiple steps advisors and their clients should consider taking when it comes to tax issues in the remaining weeks of 2021. Speakers included Jeremiah Doyle, senior tax and estate planning strategist, and Terry Sylvester Charron, senior family wealth advisor. To learn more about 10 of the top suggestions they made for advisors and their clients, please click through the (above) slideshow. Related on ThinkAdvisor:

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