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Dear Rochester, Retire Well
David Pulcini
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Are You Maximizing Your Tax Savings? with Trevor Smith (Ep. 71)
In a world where financial decisions are becoming increasingly complex, understanding the nuances of tax planning has never been more critical. In this episode, David Pulcini is joined by Trevor Smith, CPA, to talk about tax planning. Together, they go over some of the different year-end tax planning ideas that an advisor can help you … Read More Read More
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