EPISODE · Nov 16, 2018 · 18 MIN
Year End Planning (Ep. 23)
from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon
In this episode we discuss: -Charitable Giving - Donor Advised Funds -Capital Gains -Tax Loss Harvesting -And Much More!
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Year End Planning (Ep. 23)
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This episode was published on November 16, 2018.
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