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2023 Year-End Tax Planning Guide

Check out our end-of-year tax planning checklist to learn more about what you should do before the end of 2023.
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Graves Light Lenhart October ’23 Market Commentary

This video presentation includes updates on current trends and news observed in October 2023.

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Q4 2023 Client Presentation

This video presentation includes updates on current trends and news related to the fourth quarter of 2023.
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Graves Light Lenhart August ’23 Market Commentary

This video presentation includes updates on current trends and news observed in August 2023.
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Graves Light Lenhart July ’23 Market Commentary

This video presentation includes updates on current trends and news observed in July 2023.
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Q3 2023 Client Presentation

This video presentation includes updates on current trends and news related to the third quarter of 2023.
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Graves Light Lenhart May ’23 Market Commentary

Markets were generally mixed during May, highlighted by the standout performance of a handful of large Technology stocks reacting positively to the future potential of Artificial Intelligence (AI).
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Q2 2023 Client Presentation

This video presentation includes updates on current trends and news related to the second quarter of 2023.
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What Issues Should I Consider at the Start of the Year?

Check out our questionnaire to learn more about what you should tackle in 2023!
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