Currently making a list and checking it twice?  Join Rebecca Alicea from Withum and Assunta "Susie" McLane from Summit Place Financial Advisors, LLC in this episode as they discuss three year-end planning to-do’s to add to your checklist to make sure you are maximizing your planning and financial goals and optimizing your tax savings.

Currently making a list and checking it twice? Join Rebecca Alicea from Withum and Assunta "Susie" McLane from Summit Place Financial Advisors, LLC in this episode as they discuss three year-end planning to-do’s to add to your checklist to make sure you are maximizing your planning and financial goals and optimizing your tax savings.

Currently making a list and checking it twice?&nbsp; Join Rebecca Alicea from Withum and Assunta "Susie" McLane from Summit Place Financial Advisors, LLC in this episode as they discuss three year-end planning to-do’s to add to your checklist to make sure you are maximizing your planning and financial goals and optimizing your tax savings.

Important To-Do's to Add to Your Year-End Planning Checklist

When it rains, it pours. Tax regulations and guidance are dynamic, continually changing domestic and international financial waters. Step under Withum's umbrella to better weather the storms of trending taxing topics. We'll share the essential news and information you need to prepare for what's ahead.

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Important To-Do's to Add to Your Year-End Planning Checklist

Important To-Do's to Add to Your Year-End Planning Checklist