))
Year-End Planning Opportunities
Manage episode 348692441 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we talk about what important financial planning strategies you should consider prior to year-end. We also discuss the importance of working with your CPA to ensure the plans executed are actually reflected on your tax return.
For more information and show notes visit: https://bwmplanning.com/episode39
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
79 episodes
Share
