Year End Tax Planning Part II with Brian Pugliese, CPA

What this episode covers

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

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Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 28 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on December 3, 2021.

What is this episode about?

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike talk about ways to maximize tax benefits...

Can I download this Financial Planning Explained episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.