Episode 54
Year End Tax Planning Part II with Brian Pugliese, CPA
December 3, 202128m 14s
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Show Notes
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors.
Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.