Bite Sized Finance

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


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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: [email protected]
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
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Bite Sized FinanceBy Kelly Brothers

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