EP 28: Year-End Tax Planning Considerations with Accountant and Advisor Brian Sommerfield

from The Financial Advocacy Podcast · host David H. Kinder, CLU®, ChFC®

Two weeks ago, we discussed some year-end financial planning considerations. Today we welcome back Accountant and Advisor Brian Sommerfield to discuss year-end tax planning ideas!

Episode metadata supplied by the publisher feed · Published Dec 23, 2024

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EP 28: Year-End Tax Planning Considerations with Accountant and Advisor Brian Sommerfield

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