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It’s Time for Tax Planning (2025)!

Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, walks through the latest update to the customized client tax planning report, how to understand it, and what specific observations you can implement before year-end to help make the most of your tax planning opportunities. Click the video link below to watch!

To learn more about our approach to helping clients with their financial planning, investment management, and tax filing/planning needs, please use the booking link below to schedule an introductory phone call or Zoom meeting.

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Joshua Duvall, CFP®, CTC® | Founder & CEO

Helping our clients plan for the future, build wealth, and minimize taxes.

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Duvall Wealth & Tax Planning | May 16, 2025