Client Messages

2022 Year-End Tax Planning Tips

As 2022 is coming to an end, we offer some observations about the current tax, charitable and estate planning landscape, along with some year-end planning suggestions. After several years of historically low interest rates, low inflation and a strong stock market,...

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2020 End of Year Tax Planning Communication

Greetings from Harbour Capital Advisors, As 2020 draws to a close, it’s clear that none of us had any idea in January what this year would bring. I imagine many are looking forward to a reset in 2021 with hopes of a coronavirus vaccine on the horizon and an eventual...

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