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America's Wealth Management Show

Beyond Tax-Efficient Investing

Broadcast on:
01 Oct 2020

When you think about tax-efficiency, what comes to mind? Most people think about tax-efficient investing, but we're going to talk way beyond tax-efficient investing. We'll discuss how you can control taxes and reduce the amount of taxes you pay, not just in a given year, but in your lifetime. Join Dean Barber, Bud Kasper, and CPA and CFP® JoAnn Huber as they go beyond tax-efficient investing.