Off the Page: Year-end Tax Planning with Brian Kelly and Allan Karaffa

from Alliance Wealth Advisors · host Alliance Wealth Advisors

Recently, members of our team sat down with two tax experts—Brian Kelly of Brian Kelly & Associates and Allan Karaffa of Kronick Kalada & Berdy. Both are experienced CPAs who work closely with clients on tax-related matters. For our latest episode of Off the Page, we asked them questions about how both business owners and individuals can be proactive and avoid surprises at tax time. A big thanks to Brian and Allan for joining us—it was a fantastic conversation packed with valuable insights.

Episode metadata supplied by the publisher feed · Published Dec 4, 2024

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Off the Page: Year-end Tax Planning with Brian Kelly and Allan Karaffa

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