Tax Planning in 2019
Tax Planning in 2019 for Investors and Business Owners
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Attorney, Mike Repak, VP and Senior Estate Planner for Janney, covered many topics including the recent tax reform and provided strategies to be used for tax planning this year. Mike discussed individual and business tax issues as well as retirement and estate planning. Attendees received ideas for tax planning as the 4th quarter of 2019 approaches.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.