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How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
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This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. Jeff also highlights critical considerations to lower your client's long-term tax spending.
The post How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30) first appeared on Simplicity/InsurMark.74 episodes
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