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Ryan Halpern, CPA, CFP®, PFS Sep 1, 2021 4:06:00 PM < 1 min read

3 Ways to Avoid a Big Fat Tax Surprise in April

Executives need to be prepared for the tax bills that come with earning stock awards and bonuses. These tips can help you handle a tax bill surprise.

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Ryan Halpern, CPA, CFP®, PFS

 Ryan’s experience with high net worth families in public accounting and in a multi-family office setting allows him to offer clients individualized guidance in navigating the complexities of their financial lives.

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