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PLANNING TIPS & STRATEGIES DECEMBER 2020

The Rice Partnership’s Principal, Bonnie Rice, and Senior Wealth Manager, Ashley Wilken, share three tax strategies individuals can utilize before year-end.

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2024 The Rice Partnership | Disclaimer: The Rice Partnership is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about The Rice Partnership, including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.