• Get a Head Start on 2023 Tax Planning

  • May 11 2023
  • Length: 8 mins
  • Podcast

Get a Head Start on 2023 Tax Planning

Listen for free

View show details

  • Summary

  • You filed your taxes for 2022, how can you do better for 2023 and beyond?  In this episode, Dustin Baker, CFP®, EA, ChFC®, RICP®, CLU® Assistant Vice President, Wealth Advisor joins CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to answer your tax planning questions.  What’s new starting in 2023?  How can you be proactive instead of reactive with tax planning?  How can your tax liability be reduced?  We will answer these questions and more so you can learn how to take advantage of all the tax benefits you’re entitled to.

     

     
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Get a Head Start on 2023 Tax Planning

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available