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Round Table | Best Practices for Year End Wrap Up

The Wealth Without Wall Street Podcast

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Preparation Enhances Performance

JD: "I usually take the last two weeks off of the year, one, just to rest because I usually run pretty hard during the year" He says a new tax planning firm is helping him prepare for what's coming up next year. JD: "They show me the tax impact that it's going to have on those financial decisions"

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