6 End-of-Year Tax & Financial Planning Strategies

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Recorded02 Nov 2023

Publisheryourlifesimplified.libsyn.com ↗

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Show notes

As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps up.

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