November 30, 2023 • 51 mins
Host: Jason L Smith, CEP, BPC, and guest Jeff Warnkin, CFP, CPA, NSSA Episode Overview: In this episode, Jason L Smith and Jeff Warnkin, Lead Advisor at JL Smith, discuss a range of topics centered around year-end tax planning strategies, investment insights, and the importance of tax management in personal finance. The conversation covers … Continue reading Episode 6: Year-End Tax Strategies and Investment Insights
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