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Year-end tax planning

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Manage episode 450408448 series 7742
Indhold leveret af J. Christopher Boyd. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af J. Christopher Boyd eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include, RMDs, charitable giving, tax-loss harvesting, IRA contributions, tax deductions, and long-term tax planning. For listeners who would like a complimentary 2024 Tax Planning Checklist, they may contact Team AMR at the link below.

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1001 episoder

Artwork

Year-end tax planning

Something More with Chris Boyd

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iconDel
 
Manage episode 450408448 series 7742
Indhold leveret af J. Christopher Boyd. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af J. Christopher Boyd eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include, RMDs, charitable giving, tax-loss harvesting, IRA contributions, tax deductions, and long-term tax planning. For listeners who would like a complimentary 2024 Tax Planning Checklist, they may contact Team AMR at the link below.

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1001 episoder

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