Uncategorized | Davis Capital Management

2023 Year-End Tax Tips

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Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer...

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Davis Capital Management is a fiduciary wealth management firm located in Jacksonville, Florida which is committed to customer service, governed by ethics, and driven by results. Davis Capital Management’s primary objective is to help our client’s meet their financial and retirement goals by providing discretionary account management and custom financial planning.

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