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Important To-Do's to Add to Your Year-End Planning Checklist
Taxing Topics
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Taxing Topics
Important To-Do's to Add to Your Year-End Planning Checklist
Jan 06, 2021
Episode 2
Withum
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.
