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Contact
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OCTAVIA GROUP
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WEST BEARING
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About
Overview
Team
History
Culture
West Bearing
Services
Investments
Wealth Management
Private Family Office
Institutional Services
Client Education
Resources
Annual Reports
Publications
Blog
Webinars
Glossary
Contact
Contact
Hours
Careers
2023 Year End Planning Guide
Banner
Table of Contents
Time-Sensitive
Charitable Tax Planning
Estate Planning
Annual Gift Exclusion
Maximizing Contributions to Retirement Plans
Roth IRA Conversions
Required Minimum Distributions
Health Savings Accounts and Flexible Spending Account Funds
529 Plans for Education Savings
Strategizing With Your CPA and Portfolio Manager
Anytime
Review Your Budget
Insurance Review
Liability Review
Wealth Horizon
2023 year-end financial planning guide
