Learn valuable year-end tax strategies & tips for W-2 employees and small business owners with CPA Mike Jesowshek, CEO of the Small Business Tax Savings Podcast.
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Curious what you should be talking to your CPA about before and during tax preparation time? Ryan interviews Jim Valk from UHY in Kalamazoo to help our clients see how we can work together with your other advisors and keep your financial plan on track. Many investment decisions will have taxable consequences so it’s important to look at the whole picture.