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End of Year Tax Checklist

Your Life Simplified: A Financial & Wealth Management Podcast - A podcast by Mariner - Thursdays

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Business Education

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.

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