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Episode #03: Tax Planning Strategies with Barb LoPresti

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Content provided by Braun-Bostich & Associates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Braun-Bostich & Associates or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Given that taxes are one of our greatest expenses in life, proper planning in this area can make an enormous difference.

In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies. Barb’s vision into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance.

Listen as Barb shares the importance of not handling taxes in a reactionary way, as well as why planning proactively is crucial when it comes to leveraging funds and playing the long game. You’ll learn what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.

  continue reading

14 episoade

Artwork
iconDistribuie
 
Manage episode 315323349 series 2953444
Content provided by Braun-Bostich & Associates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Braun-Bostich & Associates or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Given that taxes are one of our greatest expenses in life, proper planning in this area can make an enormous difference.

In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies. Barb’s vision into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance.

Listen as Barb shares the importance of not handling taxes in a reactionary way, as well as why planning proactively is crucial when it comes to leveraging funds and playing the long game. You’ll learn what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.

  continue reading

14 episoade

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