Year-Round Tax Planning

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Recorded16 May 2024

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481620

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Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.

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