Year End Planning (Ep. 23) episode artwork

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!

Episode metadata supplied by the publisher feed · Published Nov 16, 2018

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Year End Planning (Ep. 23)

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