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Time to re-think tax planning in portfolio management?
Nov 11 2020
Length: 1 hr
Podcast

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Time to re-think tax planning in portfolio management?

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Summary
In the wake of a number of new federal tax laws and the elections, it is a great time to revisit whether the planning strategies of the past still add value and take stock of recent tax law changes. As always, J.R. brings a fresh perspective and new ideas to an otherwise arcane topic.

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