
Thursday Aug 26, 2021
Advanced Planning: A strategy for reducing taxes when inheriting an annuity
Other topics with Alison Reiff-Martin
- Preparing for the September 15th quarterly tax deadline
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
Powered by Stone Hill Wealth Management
Version: 20241125
No comments yet. Be the first to say something!