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Category: Tax

Business PlanningPodcastsTax
Episode 27 – Startup Co-Founders Talk Tech and Taxes
September 17, 2020

This week we’re joined by Kevin Lozer, CFP® and Roger Pine, CFA, CFP® to chat about leaving a thriving career to begin a startup.

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Business PlanningGeneral PlanningIdentity Protection
Episode 25 – Your Finances During COVID
June 17, 2020
This week we’re joined by the entire EVO team to celebrate our 25th podcast.
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Estate PlanningPodcastsTax
Episode 21 – How To Leave A Legacy Of Generosity
September 6, 2019
This week we’re joined by national sales executive, Greg Murray, of Vanguard Charitable to talk about how you can best leave a multi-generational legacy or ...
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Why pay taxes on your investments? InvestingTax
Why pay taxes on your investments? Income is taxable…unless it’s in the right account.
May 30, 2019
Diversification allows you to pursue your investment growth goal while not exposing yourself to more risk of loss than you can handle.
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Things we wish we didn’t have to see InsuranceInvestingTax
Things we wish we didn’t have to see: those annuities in your IRA caused a big tax bill for future you.
May 30, 2019
Do you feel that something in your portfolio might not be just right for you? Maybe that monthly life insurance bill makes you wonder if ...
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