• Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and Collaboration with Rachel Meredith

  • 2024/11/25
  • 再生時間： 1 時間 6 分
  • ポッドキャスト

Episode 79: Federal Employee Tax Planning is a Year-Round Sport - Insights and Collaboration with Rachel Meredith

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  • Are you still relying on traditional tax preparation methods or software? In this episode, John, Tommy, and special guest Rachel Meredith from Banks Mountain Financial dive into the crucial difference between tax planning and simple tax preparation. They explain why a proactive, year-round tax strategy is key to long-term financial success, as well as how their seamless collaboration helps clients navigate tax challenges with a forward-thinking approach.

    Access the full show notes at Mason & Associates, LLC
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あらすじ・解説

Are you still relying on traditional tax preparation methods or software? In this episode, John, Tommy, and special guest Rachel Meredith from Banks Mountain Financial dive into the crucial difference between tax planning and simple tax preparation. They explain why a proactive, year-round tax strategy is key to long-term financial success, as well as how their seamless collaboration helps clients navigate tax challenges with a forward-thinking approach.

Access the full show notes at Mason & Associates, LLC
続きを読む 一部表示

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