• The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

  • Sep 19 2024
  • Length: 27 mins
  • Podcast

The Power of Tax Pro Formas with Dylan Stewart (Ep. 29)

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  • Summary

  • Have you ever wished you could predict your tax bill before it arrives? Tax pro formas could help you do just that. Join Jim Kruzan, CFP®, CRPC®, and returning guest Dylan Stewart, CFP®, CPA, for an enlightening discussion about the often overlooked strategy of using tax pro formas in financial planning. Learn how to anticipate …

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