EPISODE · Mar 26, 2025 · 42 MIN
The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Aaron Kowal shares common overlooked tax deductions, touches on the benefits of succession planning, discusses the dirty dozen tax scams to avoid, and wraps up with Direct Indexing.
What this episode covers
Aaron Kowal shares common overlooked tax deductions, touches on the benefits of succession planning, discusses the dirty dozen tax scams to avoid, and wraps up with Direct Indexing.
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The Retirement Clinic-3-15-25 – Taxes: Deductions and Scams
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