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  4. Year-Round Tax Planning

Year-Round Tax Planning

Your Life Simplified: A Financial & Wealth Management Podcast - A podcast by Mariner - Joi

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Categories:

Economie Educație

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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