Taxes and Your Long-Term Planning
[fve]https://vimeo.com/207463695[/fve] Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. I just want to talk briefly about short-term versus long-term planning. Typically during tax season, I meet with clients and if it’s shortly after their tax meeting with their CPA, in most cases they talk about how they got a larger refund or at […]
