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Episode 5: The key issues you must address in year-end planning for 2020.

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Manage episode 279184103 series 2791880
Content provided by Bite Sized Finance and Kelly Brothers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bite Sized Finance and Kelly Brothers 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.
This very special edition is going to shed some light on the necessary moves you're going to want to make in the next couple of months, mostly year end, to best protect yourself from unwanted taxes in 2020. Laws have changed, the outlook for taxes is that they are likely rising and to best protect you, your family and your assets from unnecessary tax burdens or payments, this episode is a must listen. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
  continue reading

35 episodes

Artwork
iconShare
 
Manage episode 279184103 series 2791880
Content provided by Bite Sized Finance and Kelly Brothers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bite Sized Finance and Kelly Brothers 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.
This very special edition is going to shed some light on the necessary moves you're going to want to make in the next couple of months, mostly year end, to best protect yourself from unwanted taxes in 2020. Laws have changed, the outlook for taxes is that they are likely rising and to best protect you, your family and your assets from unnecessary tax burdens or payments, this episode is a must listen. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
  continue reading

35 episodes

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