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Tax Planning in 2025, with Special Guest David McKnight
Manage episode 476997889 series 3585467
A tartalmat a Mark Byelich, CFP® and Mark Byelich biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Mark Byelich, CFP® and Mark Byelich vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
2025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies.
Be sure to tune in to learn the important details.
Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC
Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected].
Visit our website: https://www.attleborowealth.com
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...
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