Are You Maximizing Your Tax Savings? with Trevor Smith (Ep. 71)
Dear Rochester, Retire Well
English - November 08, 2023 11:00 - 23 minutes - 21.9 MB - ★★★★★ - 17 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In a world where financial decisions are becoming increasingly complex, understanding the nuances of tax planning has never been more critical. In this episode, David Pulcini is joined by Trevor Smith, CPA, to talk about tax planning. Together, they go over some of the different year-end tax planning ideas that an advisor can help you …