Year End Tax Planning Part II with Brian Pugliese, CPA

from Financial Planning Explained · host financialplanningexplained

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.

Episode metadata supplied by the publisher feed · Published Dec 3, 2021

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Year End Tax Planning Part II with Brian Pugliese, CPA

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