As we approach the end of the year, we head into crunch time for tax planning.
In this episode, Jeremy Finger, CFP®, shares some of the best methods to approach tax planning as well as some of the industry's best kept secrets about taxes.
Jeremy discusses:
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References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.
