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Year-end tax planning can sound daunting. Let's review what tasks you'll need to prioritize and what might require attention in an election year.

Presenters

Dave Spano, CFP® CEO Annex Wealth Management

Eric Strom, CFP®, EA

Vince Vitrano, Host, WTMJ

Webinar: Year-End Tax Planning: Prioritizing Your To-Do List For 2024 by Annex Wealth Management

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