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Important To-Do's to Add to Your Year-End Planning Checklist

Taxing Topics

English - January 06, 2021 16:00 - 16 minutes - 11.2 MB
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Currently making a list and checking it twice? 

Join Rebecca Alicea from Withum and Assunta "Susie" McLane from Summit Place Financial Advisors, LLC in this episode as they discuss three year-end planning to-do’s to add to your checklist to make sure you are maximizing your planning and financial goals and optimizing your tax savings.