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

EPISODE · Dec 23, 2024 · 1H 5M

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

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

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!

What this episode covers

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!

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

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Frequently Asked Questions

How long is this episode of The Financial Advocacy Podcast?

This episode is 1 hour and 5 minutes long.

When was this The Financial Advocacy Podcast episode published?

This episode was published on December 23, 2024.

What is this episode about?

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!

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