The Wiser Financial Advisor Podcast with Josh Nelson

The Wiser Financial Advisor: End of Year Tax Planning #138


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For many people the end of the end means it's time to review what influences the end of the year might have on your taxes. And it can get complicated if you aren't aware of the rules. Are they the rules the same as they've always been? it's smarter to check in and find out than to assume  because the rules might have changed or they may be changing in the months to come. Listen to this episode because host Josh Nelson and Jeremy Busch lay it all out for you in a manner that you can understand

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Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/[email protected]

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The Wiser Financial Advisor Podcast with Josh NelsonBy Josh Nelson

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