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Home > Financial Planning Explained > Year End Tax Planning Part II with Brian Pugliese, CPA
Podcast: Financial Planning Explained
Episode:

Year End Tax Planning Part II with Brian Pugliese, CPA
Category: Education
Duration: 00:28:14
Publish Date: 2021-12-03 21:55:12
Description:

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.
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