Life Unlimited with Larry Heller, CFP(R)
Business:Investing
December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies.
In this episode, Larry Heller speaks with Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, who works with closely held entities, estates, and high-net-worth individuals. In this timely conversation, Scott shares year-end tax planning tips that everyone should be aware of as we enter 2020.
In this episode, you’ll learn:
Tune in now to learn some year-end tax planning strategies that you can use right away!
Resources: Heller Wealth Management | Scott Cheslowitz’s Email: (516) 773-3200
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