The Ride: Life, Work and Wealth

Episode 19 – 2020 Year-End Tax Planning Tips – With Peter Simpson


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While tax planning is often a year-round affair, the year-end season is a particularly optimal time to review your taxes with your trusted financial professional. In this episode, Kris Dureau sits down with Simpson & Associates’ Peter Simpson to discuss the value of year-end tax planning. Together, they discuss popular year-end tax planning strategies that …

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The Ride: Life, Work and WealthBy Kris Dureau


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