Investment Strategy Tax Planning | Return on Investment | OH IN KY

CPA Advantage #3 | A Streamlined Big Picture

Published on by Andy Bertke, Beth Germann, in Video, Wealth Management

Can’t watch the video? Read the transcript.

How can combining your investment strategy with tax planning maximize your results and increase your return on investment? Personal financial specialists Beth Germann and Andy Bertke talk through the finer points of why it’s important to have a holistic view of your overall financial picture.


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