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Smart Year-End Tax Moves
Jimmy Houlehan, CPA & Partner with Boan, Connealy, & Houlehan, joins us in studio to talk year-end tax planning moves. Nate & Conor also explain why ETFs can offer greater tax efficiency than mutual funds.
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By Nate Geraci
4.5
6464 ratings
Jimmy Houlehan, CPA & Partner with Boan, Connealy, & Houlehan, joins us in studio to talk year-end tax planning moves. Nate & Conor also explain why ETFs can offer greater tax efficiency than mutual funds.
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