Q1 Tax Planning: Why January Sets the Tone

Business professional reviewing tax charts and using a calculator for Q1 tax planning

January has an energy no other month can match. The slate is clean, decisions feel sharper, and you can finally see the shape of the year you want to build. For high-income earners, this isn’t just motivational—it’s financial. The moves you make right now quietly set the tone for your entire Q1 tax position, long…

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